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 | -$16,473 |
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 | $64,862 | $54,121+19.8% | $134,143-51.6% | $73,409-11.6% |
| Participation rate | 63.7% | 64.4%-0.7pp | 72.2%-8.5pp | 72.2%-8.5pp |
| Annual return | 12.00% | -312.52%+324.5pp | 36.33%-24.3pp | 59.29%-47.3pp |
| Employer contribution / active EE | $608 | $1,402-56.6% | $3,704-83.6% | $2,234-72.8% |
| Participant deferral / active EE | $4,495 | $2,844+58.1% | $3,499+28.5% | $3,805+18.1% |
| Admin fee / account holder | $20 | $132-84.6% | $6,684-99.7% | $158-87.1% |