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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.
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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 | $12,001 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,843 | $59,159-19.1% | $159,960-70.1% | $66,914-28.5% |
| Participation rate | 41.1% | 68.1%-27.0pp | 78.0%-36.8pp | 69.8%-28.7pp |
| Annual return | -15.51% | -12.26%-3.3pp | 408.60%-424.1pp | 1.58%-17.1pp |
| Employer contribution / active EE | $474 | $1,983-76.1% | $4,226-88.8% | $2,544-81.4% |
| Participant deferral / active EE | $1,866 | $4,395-57.5% | $6,182-69.8% | $4,237-56.0% |
| Admin fee / account holder | $133 | $591-77.6% | $8,698-98.5% | $593-77.6% |