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 39-6040276 | Loan Processing | $1,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,031 | $59,805-19.7% | $79,550-39.6% | $68,494-29.9% |
| Participation rate | 55.7% | 61.1%-5.4pp | 69.5%-13.8pp | 67.9%-12.2pp |
| Annual return | -17.20% | -12.30%-4.9pp | 0.16%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,684 | $1,505+11.9% | $2,413-30.2% | $2,596-35.1% |
| Participant deferral / active EE | $3,415 | $3,024+12.9% | $3,985-14.3% | $4,027-15.2% |
| Admin fee / account holder | $35 | $4,835-99.3% | $6,832-99.5% | $5,403-99.3% |