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 | $75 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,111 | $59,159+28.7% | $159,960-52.4% | $66,914+13.7% |
| Participation rate | 25.5% | 68.1%-42.6pp | 78.0%-52.5pp | 69.8%-44.3pp |
| Annual return | -18.16% | -12.26%-5.9pp | 408.60%-426.8pp | 1.58%-19.7pp |
| Employer contribution / active EE | $971 | $1,983-51.0% | $4,226-77.0% | $2,544-61.8% |
| Participant deferral / active EE | $1,983 | $4,395-54.9% | $6,182-67.9% | $4,237-53.2% |
| Admin fee / account holder | $33 | $591-94.5% | $8,698-99.6% | $593-94.5% |