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 3-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 | $35,549 |
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 | $46,604 | $106,028-56.0% | $146,958-68.3% | $77,643-40.0% |
| Participation rate | 67.2% | 78.4%-11.2pp | 82.2%-15.0pp | 70.6%-3.4pp |
| Annual return | 26.30% | 56.73%-30.4pp | 418.34%-392.0pp | 31.24%-4.9pp |
| Employer contribution / active EE | $3,793 | $4,063-6.7% | $4,933-23.1% | $2,726+39.1% |
| Participant deferral / active EE | $8,144 | $7,990+1.9% | $8,070+0.9% | $4,647+75.2% |
| Admin fee / account holder | $160 | $337-52.6% | $12,998-98.8% | $430-62.9% |