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 | $447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,767 | $77,660-64.2% | $109,143-74.6% | $79,386-65.0% |
| Participation rate | 58.9% | 67.8%-8.9pp | 75.9%-17.0pp | 70.7%-11.8pp |
| Annual return | 16.99% | 23.44%-6.4pp | 25.75%-8.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $1,839 | $2,797-34.3% | $3,722-50.6% | $2,427-24.3% |
| Participant deferral / active EE | $3,566 | $3,518+1.4% | $4,653-23.4% | $4,046-11.9% |
| Admin fee / account holder | $33 | $732-95.5% | $6,752-99.5% | $626-94.8% |