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 | $105 |
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 | $44,406 | $95,388-53.4% | $125,339-64.6% | $77,904-43.0% |
| Participation rate | 47.8% | 78.6%-30.8pp | 82.4%-34.5pp | 73.7%-25.9pp |
| Annual return | -16.35% | 116.19%-132.5pp | 572.05%-588.4pp | 12.21%-28.6pp |
| Employer contribution / active EE | $1,646 | $3,666-55.1% | $4,814-65.8% | $2,848-42.2% |
| Participant deferral / active EE | $4,161 | $7,711-46.0% | $7,446-44.1% | $4,806-13.4% |
| Admin fee / account holder | $0 | $119-99.9% | $10,010-100.0% | $133-99.9% |