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 | $345,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,836 | $48,698-69.5% | $93,606-84.2% | $199,593-92.6% |
| Participation rate | 63.7% | 63.5%+0.2pp | 68.7%-5.0pp | 72.0%-8.3pp |
| Annual return | 17.62% | 15.34%+2.3pp | 133.20%-115.6pp | 34.25%-16.6pp |
| Employer contribution / active EE | $174 | $1,135-84.7% | $2,420-92.8% | $3,034-94.3% |
| Participant deferral / active EE | $2,394 | $2,817-15.0% | $4,411-45.7% | $5,087-52.9% |
| Admin fee / account holder | $84 | $195-56.8% | $8,285-99.0% | $269-68.7% |