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 | $22,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,691 | $48,576-51.2% | $169,463-86.0% | $56,287-57.9% |
| Participation rate | 44.7% | 65.8%-21.1pp | 77.8%-33.1pp | 69.9%-25.1pp |
| Annual return | -6.21% | -2.51%-3.7pp | 1.83%-8.0pp | -9.96%+3.7pp |
| Employer contribution / active EE | $434 | $1,559-72.2% | $4,159-89.6% | $2,111-79.5% |
| Participant deferral / active EE | $1,370 | $3,275-58.2% | $5,277-74.0% | $3,350-59.1% |
| Admin fee / account holder | $231 | $435-46.9% | $9,109-97.5% | $521-55.6% |