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 | $1,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,928 | $91,407-3.8% | $135,903-35.3% | $71,457+23.0% |
| Participation rate | 28.4% | 75.7%-47.2pp | 81.9%-53.5pp | 67.9%-39.5pp |
| Annual return | 26.21% | 29.90%-3.7pp | 68.23%-42.0pp | 28.85%-2.6pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,472 | $7,092-36.9% | $7,758-42.4% | $4,289+4.3% |
| Admin fee / account holder | $17 | $1,266-98.7% | $10,762-99.8% | $1,587-98.9% |