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 | $5,486 |
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.
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 | $39,652 | $99,957-60.3% | $149,696-73.5% | $73,488-46.0% |
| Participation rate | 64.9% | 75.7%-10.8pp | 82.5%-17.6pp | 70.7%-5.8pp |
| Annual return | 52.92% | 53.87%-1.0pp | 276.60%-223.7pp | 28.51%+24.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,156 | $6,073+50.8% | $6,842+33.8% | $3,740+144.8% |
| Admin fee / account holder | $37 | $551-93.3% | $9,309-99.6% | $513-92.8% |