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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.
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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 | $26,592 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,049 | $86,897-64.3% | $151,611-79.5% | $64,808-52.1% |
| Participation rate | 49.0% | 87.3%-38.3pp | 87.5%-38.5pp | 71.5%-22.5pp |
| Annual return | -8.16% | -3.57%-4.6pp | 3.33%-11.5pp | 32.82%-41.0pp |
| Employer contribution / active EE | $1,557 | $4,010-61.2% | $6,166-74.7% | $2,506-37.9% |
| Participant deferral / active EE | $5,638 | $6,690-15.7% | $8,363-32.6% | $4,310+30.8% |
| Admin fee / account holder | $168 | $153+9.6% | $11,616-98.6% | $188-10.7% |