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 7-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 | $10,871 |
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 | $72,673 | $30,086+141.6% | $61,373+18.4% | $64,808+12.1% |
| Participation rate | 13.3% | 36.4%-23.1pp | 52.6%-39.3pp | 71.5%-58.2pp |
| Annual return | -17.05% | -13.99%-3.1pp | 338.61%-355.7pp | 32.82%-49.9pp |
| Employer contribution / active EE | $141 | $536-73.8% | $1,159-87.9% | $2,506-94.4% |
| Participant deferral / active EE | $776 | $1,126-31.1% | $2,125-63.5% | $4,310-82.0% |
| Admin fee / account holder | $220 | $148+48.6% | $2,130-89.7% | $188+17.2% |