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 | $3,800 |
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 | $53,644 | $76,050-29.5% | $96,544-44.4% | $71,457-24.9% |
| Participation rate | 55.7% | 74.4%-18.7pp | 76.0%-20.3pp | 67.9%-12.2pp |
| Annual return | 24.04% | 22.81%+1.2pp | 25.84%-1.8pp | 28.85%-4.8pp |
| Employer contribution / active EE | $1,753 | $2,244-21.9% | $2,965-40.9% | $2,588-32.2% |
| Participant deferral / active EE | $3,343 | $4,215-20.7% | $4,851-31.1% | $4,289-22.0% |
| Admin fee / account holder | $30 | $2,707-98.9% | $8,252-99.6% | $1,587-98.1% |