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 | $262,062 |
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 | $61,654 | $122,114-49.5% | $96,139-35.9% | $101,517-39.3% |
| Participation rate | 45.0% | 40.2%+4.8pp | 68.4%-23.5pp | 74.6%-29.6pp |
| Annual return | 20.04% | 22.60%-2.6pp | 191.94%-171.9pp | 21.00%-1.0pp |
| Employer contribution / active EE | $1,032 | $938+10.0% | $2,797-63.1% | $2,973-65.3% |
| Participant deferral / active EE | $3,347 | $2,166+54.5% | $4,349-23.0% | $4,873-31.3% |
| Admin fee / account holder | $49 | $1,652-97.0% | $5,537-99.1% | $139-65.0% |