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 | $15,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $71,584 | $95,803-25.3% | $113,168-36.7% | $84,808-15.6% |
| Participation rate | 60.6% | 72.9%-12.3pp | 76.6%-16.0pp | 68.3%-7.7pp |
| Annual return | 23.42% | 25.00%-1.6pp | 24.27%-0.9pp | 40.90%-17.5pp |
| Employer contribution / active EE | $5,774 | $2,360+144.7% | $2,975+94.1% | $2,631+119.5% |
| Participant deferral / active EE | $10,035 | $4,242+136.6% | $5,107+96.5% | $4,212+138.3% |
| Admin fee / account holder | $127 | $8,989-98.6% | $12,068-98.9% | $7,344-98.3% |