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 7-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 | $6,394 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,458 | $104,475-49.8% | $159,436-67.1% | $79,386-33.9% |
| Participation rate | 67.0% | 76.6%-9.7pp | 82.8%-15.9pp | 70.7%-3.7pp |
| Annual return | 17.58% | 67.95%-50.4pp | 263.57%-246.0pp | 116.85%-99.3pp |
| Employer contribution / active EE | $2,800 | $3,417-18.0% | $4,829-42.0% | $2,427+15.4% |
| Participant deferral / active EE | $10,237 | $6,467+58.3% | $7,352+39.2% | $4,046+153.0% |
| Admin fee / account holder | $22 | $711-96.9% | $10,799-99.8% | $626-96.5% |