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 10-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 35-0145825 | Loan Processing | $33,784 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,808 | $72,492-3.7% | $87,100-19.9% | $72,985-4.4% |
| Participation rate | 39.6% | 72.8%-33.3pp | 76.9%-37.3pp | 69.5%-29.9pp |
| Annual return | 18.87% | 24.46%-5.6pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,284 | $1,894-32.2% | $2,521-49.1% | $2,440-47.4% |
| Participant deferral / active EE | $1,826 | $3,270-44.2% | $4,049-54.9% | $3,607-49.4% |
| Admin fee / account holder | $21 | $5,055-99.6% | $7,497-99.7% | $5,124-99.6% |