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 | $23,231 |
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 | $65,456 | $79,171-17.3% | $102,423-36.1% | $74,495-12.1% |
| Participation rate | 54.7% | 74.8%-20.1pp | 76.5%-21.8pp | 67.2%-12.5pp |
| Annual return | 18.20% | 54.93%-36.7pp | 29.32%-11.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $2,022 | $2,362-14.4% | $3,023-33.1% | $2,623-22.9% |
| Participant deferral / active EE | $3,853 | $4,415-12.7% | $5,053-23.8% | $4,346-11.3% |
| Admin fee / account holder | $181 | $2,001-91.0% | $9,451-98.1% | $1,942-90.7% |