See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,885 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $27,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,435 | $50,815-22.4% | $155,509-74.6% | $77,643-49.2% |
| Participation rate | 59.0% | 63.1%-4.1pp | 78.2%-19.2pp | 70.6%-11.6pp |
| Annual return | 18.16% | 34.80%-16.6pp | 64.67%-46.5pp | 31.24%-13.1pp |
| Employer contribution / active EE | $811 | $1,993-59.3% | $4,672-82.6% | $2,726-70.3% |
| Participant deferral / active EE | $3,235 | $2,822+14.6% | $5,626-42.5% | $4,647-30.4% |
| Admin fee / account holder | $215 | $437-50.7% | $15,912-98.6% | $430-50.0% |