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 35-0145825 | Loan Processing | $25,667 |
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 | $13,986 | $36,916-62.1% | $156,549-91.1% | $57,658-75.7% |
| Participation rate | 30.0% | 63.4%-33.4pp | 84.0%-54.0pp | 70.2%-40.2pp |
| Annual return | 9.00% | 12.38%-3.4pp | 32.23%-23.2pp | 5.13%+3.9pp |
| Employer contribution / active EE | $355 | $1,571-77.4% | $5,501-93.5% | $1,974-82.0% |
| Participant deferral / active EE | $604 | $1,926-68.7% | $4,871-87.6% | $3,061-80.3% |
| Admin fee / account holder | $22 | $82-72.7% | $13,027-99.8% | $95-76.2% |