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 8-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 | $1,913 |
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 | $22,132 | $46,292-52.2% | $143,757-84.6% | $64,808-65.8% |
| Participation rate | 46.0% | 64.2%-18.2pp | 80.3%-34.3pp | 71.5%-25.5pp |
| Annual return | -3.30% | -10.05%+6.7pp | -0.04%-3.3pp | 32.82%-36.1pp |
| Employer contribution / active EE | $368 | $1,910-80.7% | $4,951-92.6% | $2,506-85.3% |
| Participant deferral / active EE | $2,033 | $2,646-23.1% | $5,637-63.9% | $4,310-52.8% |
| Admin fee / account holder | $7 | $154-95.7% | $14,673-100.0% | $188-96.5% |