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 | $6,659 |
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 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 | $40,017 | $46,297-13.6% | $71,671-44.2% | $62,292-35.8% |
| Participation rate | 65.0% | 60.6%+4.4pp | 68.7%-3.7pp | 69.5%-4.5pp |
| Annual return | 14.65% | 22.32%-7.7pp | 20.65%-6.0pp | 28.90%-14.2pp |
| Employer contribution / active EE | $834 | $1,412-40.9% | $2,460-66.1% | $2,042-59.2% |
| Participant deferral / active EE | $2,208 | $2,235-1.2% | $3,438-35.8% | $3,169-30.3% |
| Admin fee / account holder | $51 | $461-89.0% | $5,558-99.1% | $479-89.4% |