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 | $250,795 |
Service code 27 · EIN 45-2984270 | Advisory (Plan) | $83,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,870 | $41,510-69.0% | $84,966-84.9% | $99,062-87.0% |
| Participation rate | 55.9% | 35.3%+20.6pp | 67.5%-11.6pp | 71.6%-15.7pp |
| Annual return | 170.64% | 17.38%+153.3pp | 66.38%+104.3pp | 17.66%+153.0pp |
| Employer contribution / active EE | $1,079 | $1,137-5.1% | $2,727-60.4% | $3,262-66.9% |
| Participant deferral / active EE | $1,180 | $2,246-47.5% | $4,519-73.9% | $5,331-77.9% |
| Admin fee / account holder | $64 | $175-63.4% | $6,149-99.0% | $109-41.2% |