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 04-2647786 | Loan Processing | $2,071 |
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 | $46,375 | $104,475-55.6% | $159,436-70.9% | $79,386-41.6% |
| Participation rate | 60.2% | 76.6%-16.5pp | 82.8%-22.7pp | 70.7%-10.5pp |
| Annual return | 16.39% | 67.95%-51.6pp | 263.57%-247.2pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,227 | $3,417-64.1% | $4,829-74.6% | $2,427-49.5% |
| Participant deferral / active EE | $6,049 | $6,467-6.5% | $7,352-17.7% | $4,046+49.5% |
| Admin fee / account holder | $67 | $711-90.6% | $10,799-99.4% | $626-89.4% |