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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 | $7,221 |
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.
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 | $36,363 | $106,028-65.7% | $146,958-75.3% | $77,643-53.2% |
| Participation rate | 34.3% | 78.4%-44.1pp | 82.2%-47.9pp | 70.6%-36.3pp |
| Annual return | 25.88% | 56.73%-30.9pp | 418.34%-392.5pp | 31.24%-5.4pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,141 | $7,990-48.2% | $8,070-48.7% | $4,647-10.9% |
| Admin fee / account holder | $18 | $337-94.6% | $12,998-99.9% | $430-95.8% |