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 | $9,384 |
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 | $30,345 | $95,388-68.2% | $125,339-75.8% | $77,904-61.0% |
| Participation rate | 63.2% | 78.6%-15.4pp | 82.4%-19.1pp | 73.7%-10.5pp |
| Annual return | -7.55% | 116.19%-123.7pp | 572.05%-579.6pp | 12.21%-19.8pp |
| Employer contribution / active EE | $3,271 | $3,666-10.8% | $4,814-32.1% | $2,848+14.9% |
| Participant deferral / active EE | $8,144 | $7,711+5.6% | $7,446+9.4% | $4,806+69.5% |
| Admin fee / account holder | $2 | $119-98.2% | $10,010-100.0% | $133-98.4% |