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 | -$1,199 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,522 | $107,459-44.6% | $135,903-56.2% | $80,160-25.7% |
| Participation rate | 58.9% | 78.0%-19.1pp | 81.9%-23.0pp | 72.9%-14.0pp |
| Annual return | 24.69% | 91.91%-67.2pp | 68.23%-43.5pp | 40.38%-15.7pp |
| Employer contribution / active EE | $2,542 | $3,877-34.4% | $4,856-47.7% | $2,978-14.6% |
| Participant deferral / active EE | $5,854 | $8,195-28.6% | $7,758-24.5% | $5,017+16.7% |
| Admin fee / account holder | -$2 | $127-101.2% | $10,762-100.0% | $145-101.0% |