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 | $869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,104 | $40,522-38.0% | $84,611-70.3% | $67,579-62.9% |
| Participation rate | 16.8% | 51.1%-34.3pp | 68.2%-51.5pp | 71.3%-54.5pp |
| Annual return | 24.68% | 32.72%-8.0pp | 258.74%-234.1pp | 378.56%-353.9pp |
| Employer contribution / active EE | $205 | $1,146-82.2% | $2,652-92.3% | $2,148-90.5% |
| Participant deferral / active EE | $710 | $2,132-66.7% | $3,899-81.8% | $3,539-79.9% |
| Admin fee / account holder | $10 | $145-93.1% | $4,912-99.8% | $142-92.9% |