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 | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,874 | $59,186+55.2% | $76,768+19.7% | $56,287+63.2% |
| Participation rate | 48.4% | 75.2%-26.8pp | 77.0%-28.6pp | 69.9%-21.5pp |
| Annual return | -6.41% | 6.62%-13.0pp | 2.43%-8.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $723 | $1,759-58.9% | $2,485-70.9% | $2,111-65.7% |
| Participant deferral / active EE | $2,039 | $3,255-37.4% | $3,852-47.1% | $3,350-39.1% |
| Admin fee / account holder | $23 | $489-95.2% | $6,675-99.7% | $521-95.5% |