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 | $5,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,777 | $65,376+31.2% | $87,100-1.5% | $65,185+31.6% |
| Participation rate | 67.4% | 75.3%-8.0pp | 76.9%-9.5pp | 70.2%-2.8pp |
| Annual return | 18.92% | 31.27%-12.4pp | 28.19%-9.3pp | 29.38%-10.5pp |
| Employer contribution / active EE | $2,066 | $1,822+13.4% | $2,521-18.1% | $2,177-5.1% |
| Participant deferral / active EE | $3,443 | $3,388+1.6% | $4,049-14.9% | $3,514-2.0% |
| Admin fee / account holder | $56 | $520-89.1% | $7,497-99.2% | $847-93.3% |