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 6-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 | $4,978 |
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 | $41,388 | $71,142-41.8% | $119,609-65.4% | $64,808-36.1% |
| Participation rate | 37.5% | 78.6%-41.1pp | 79.3%-41.7pp | 71.5%-33.9pp |
| Annual return | -16.89% | -10.01%-6.9pp | -14.97%-1.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,399 | $2,497-44.0% | $4,232-66.9% | $2,506-44.2% |
| Participant deferral / active EE | $2,822 | $4,490-37.1% | $5,602-49.6% | $4,310-34.5% |
| Admin fee / account holder | $39 | $162-75.7% | $10,323-99.6% | $188-79.0% |