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 | $23,727 |
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).
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 | $31,694 | $47,456-33.2% | $172,739-81.7% | $77,787-59.3% |
| Participation rate | 68.9% | 66.3%+2.6pp | 82.6%-13.7pp | 73.2%-4.3pp |
| Annual return | 51.13% | 35.57%+15.6pp | 802.84%-751.7pp | 32.57%+18.6pp |
| Employer contribution / active EE | $1,188 | $1,574-24.6% | $5,143-76.9% | $2,504-52.6% |
| Participant deferral / active EE | $5,748 | $2,560+124.6% | $5,198+10.6% | $3,967+44.9% |
| Admin fee / account holder | $28 | $81-65.2% | $13,954-99.8% | $100-71.9% |