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 | $925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,791 | $46,732-14.9% | $156,549-74.6% | $55,167-27.9% |
| Participation rate | 39.7% | 65.8%-26.1pp | 84.0%-44.3pp | 69.0%-29.3pp |
| Annual return | 7.07% | 17.72%-10.6pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $130 | $2,105-93.8% | $5,501-97.6% | $1,963-93.4% |
| Participant deferral / active EE | $709 | $2,204-67.8% | $4,871-85.4% | $3,054-76.8% |
| Admin fee / account holder | $13 | $418-96.9% | $13,027-99.9% | $504-97.4% |