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 | $1,356 |
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 | $34,216 | $39,859-14.2% | $78,689-56.5% | $57,658-40.7% |
| Participation rate | 47.4% | 66.1%-18.7pp | 73.6%-26.2pp | 70.2%-22.9pp |
| Annual return | 8.59% | 18.96%-10.4pp | 62.18%-53.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,168 | $1,786-34.6% | $2,851-59.0% | $1,974-40.8% |
| Participant deferral / active EE | $2,132 | $2,248-5.2% | $3,517-39.4% | $3,061-30.3% |
| Admin fee / account holder | $8 | $76-89.3% | $4,510-99.8% | $95-91.4% |