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 | $51,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,657 | $66,528-70.5% | $86,874-77.4% | $86,799-77.4% |
| Participation rate | 66.6% | 72.4%-5.8pp | 71.6%-5.0pp | 72.3%-5.7pp |
| Annual return | 17.26% | 19.56%-2.3pp | 63.52%-46.3pp | 97.91%-80.7pp |
| Employer contribution / active EE | $740 | $2,007-63.1% | $2,495-70.3% | $2,405-69.2% |
| Participant deferral / active EE | $1,962 | $3,240-39.5% | $3,699-47.0% | $4,131-52.5% |
| Admin fee / account holder | $74 | $148-50.3% | $5,828-98.7% | $170-56.6% |