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 | $15,729 |
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 | $34,547 | $80,753-57.2% | $136,294-74.7% | $62,292-44.5% |
| Participation rate | 56.5% | 73.5%-17.0pp | 81.9%-25.4pp | 69.5%-13.0pp |
| Annual return | 38.51% | 35.83%+2.7pp | 5155.94%-5117.4pp | 28.90%+9.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,768 | $5,164+50.4% | $6,247+24.3% | $3,169+145.1% |
| Admin fee / account holder | $122 | $525-76.7% | $9,243-98.7% | $479-74.5% |