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 | $1,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,609 | $39,948-23.4% | $89,391-65.8% | $73,409-58.3% |
| Participation rate | 17.2% | 50.4%-33.2pp | 68.0%-50.8pp | 72.2%-55.0pp |
| Annual return | 14.22% | 50.12%-35.9pp | 245.62%-231.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $118 | $1,200-90.2% | $2,586-95.4% | $2,234-94.7% |
| Participant deferral / active EE | $733 | $2,193-66.6% | $3,890-81.2% | $3,805-80.7% |
| Admin fee / account holder | $11 | $134-91.7% | $4,881-99.8% | $158-93.0% |