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 | $5,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,893 | $62,324+76.3% | $68,509+60.4% | $55,191+99.1% |
| Participation rate | 52.3% | 78.9%-26.6pp | 74.7%-22.4pp | 69.2%-16.8pp |
| Annual return | 0.81% | 4.26%-3.4pp | 8.27%-7.5pp | 10.78%-10.0pp |
| Employer contribution / active EE | $514 | $2,223-76.9% | $2,278-77.4% | $1,899-72.9% |
| Participant deferral / active EE | $1,974 | $3,425-42.4% | $3,382-41.6% | $3,046-35.2% |
| Admin fee / account holder | $26 | $91-71.8% | $5,275-99.5% | $91-71.6% |