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 6-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 | $10,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $76,172 | $49,915+52.6% | $154,803-50.8% | $74,304+2.5% |
| Participation rate | 69.8% | 54.0%+15.8pp | 78.1%-8.3pp | 60.3%+9.4pp |
| Annual return | 21.08% | 34.06%-13.0pp | 58.88%-37.8pp | 29.43%-8.4pp |
| Employer contribution / active EE | $4,589 | $1,611+184.8% | $4,305+6.6% | $2,241+104.7% |
| Participant deferral / active EE | $9,217 | $2,255+308.8% | $5,540+66.4% | $3,767+144.7% |
| Admin fee / account holder | $80 | $2,189-96.4% | $14,329-99.4% | $2,969-97.3% |