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 | $15,188 |
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 | $168,500 | $59,263+184.3% | $96,562+74.5% | $79,386+112.3% |
| Participation rate | 61.8% | 61.9%-0.1pp | 69.8%-8.0pp | 70.7%-8.9pp |
| Annual return | 15.22% | 27.07%-11.9pp | 37.78%-22.6pp | 116.85%-101.6pp |
| Employer contribution / active EE | $2,150 | $1,216+76.9% | $2,356-8.8% | $2,427-11.4% |
| Participant deferral / active EE | $4,607 | $2,948+56.3% | $3,849+19.7% | $4,046+13.9% |
| Admin fee / account holder | $148 | $658-77.6% | $6,181-97.6% | $626-76.4% |