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 | $2,238 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,005 | $79,519+13.2% | $95,952-6.2% | $73,409+22.6% |
| Participation rate | 66.4% | 81.2%-14.8pp | 77.1%-10.7pp | 72.2%-5.8pp |
| Annual return | 16.19% | 19.20%-3.0pp | 91.61%-75.4pp | 59.29%-43.1pp |
| Employer contribution / active EE | $707 | $2,048-65.5% | $2,541-72.2% | $2,234-68.3% |
| Participant deferral / active EE | $7,442 | $4,138+79.8% | $4,167+78.6% | $3,805+95.6% |
| Admin fee / account holder | $5 | $184-97.0% | $6,795-99.9% | $158-96.5% |