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 | $19,315 |
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).
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 | $37,727 | $42,901-12.1% | $91,220-58.6% | $64,808-41.8% |
| Participation rate | 31.0% | 68.1%-37.2pp | 73.2%-42.2pp | 71.5%-40.5pp |
| Annual return | -11.81% | -13.53%+1.7pp | 114.01%-125.8pp | 32.82%-44.6pp |
| Employer contribution / active EE | $1,769 | $1,571+12.6% | $2,850-37.9% | $2,506-29.4% |
| Participant deferral / active EE | $3,266 | $3,501-6.7% | $4,234-22.9% | $4,310-24.2% |
| Admin fee / account holder | $55 | $131-58.0% | $5,420-99.0% | $188-70.7% |