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 | $2,519 |
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).
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 | $43,671 | $65,435-33.3% | $86,677-49.6% | $66,914-34.7% |
| Participation rate | 48.2% | 75.5%-27.2pp | 76.6%-28.4pp | 69.8%-21.6pp |
| Annual return | -15.62% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,019 | $2,153-52.7% | $2,836-64.1% | $2,544-60.0% |
| Participant deferral / active EE | $2,933 | $4,100-28.5% | $4,656-37.0% | $4,237-30.8% |
| Admin fee / account holder | $22 | $642-96.6% | $7,493-99.7% | $593-96.3% |