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 | $744 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,783 | $73,638+114.3% | $95,952+64.4% | $73,488+114.7% |
| Participation rate | 66.7% | 76.2%-9.5pp | 77.1%-10.4pp | 70.7%-4.0pp |
| Annual return | 21.64% | 16.78%+4.9pp | 91.61%-70.0pp | 28.51%-6.9pp |
| Employer contribution / active EE | $2,317 | $1,863+24.3% | $2,541-8.8% | $2,270+2.1% |
| Participant deferral / active EE | $5,142 | $3,617+42.2% | $4,167+23.4% | $3,740+37.5% |
| Admin fee / account holder | $9 | $482-98.1% | $6,795-99.9% | $513-98.2% |