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 | $1,911 |
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 | $55,564 | $48,570+14.4% | $130,648-57.5% | $72,985-23.9% |
| Participation rate | 64.7% | 58.6%+6.1pp | 71.7%-7.0pp | 69.5%-4.8pp |
| Annual return | 25.03% | 38.63%-13.6pp | 1708.96%-1683.9pp | 81.00%-56.0pp |
| Employer contribution / active EE | $919 | $1,334-31.1% | $4,092-77.5% | $2,440-62.3% |
| Participant deferral / active EE | $2,495 | $2,384+4.7% | $3,603-30.7% | $3,607-30.8% |
| Admin fee / account holder | $268 | $3,549-92.5% | $5,464-95.1% | $5,124-94.8% |