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 9-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 | $202,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,316 | $48,698-78.8% | $93,606-89.0% | $199,593-94.8% |
| Participation rate | 58.1% | 63.5%-5.4pp | 68.7%-10.6pp | 72.0%-13.8pp |
| Annual return | 13.67% | 15.34%-1.7pp | 133.20%-119.5pp | 34.25%-20.6pp |
| Employer contribution / active EE | $376 | $1,135-66.9% | $2,420-84.5% | $3,034-87.6% |
| Participant deferral / active EE | $1,155 | $2,817-59.0% | $4,411-73.8% | $5,087-77.3% |
| Admin fee / account holder | $62 | $195-68.4% | $8,285-99.3% | $269-77.1% |