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 | $4,175 |
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 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 | $60,403 | $54,237+11.4% | $90,281-33.1% | $67,579-10.6% |
| Participation rate | 24.1% | 68.6%-44.5pp | 73.3%-49.1pp | 71.3%-47.1pp |
| Annual return | 21.20% | 37.27%-16.1pp | 78.10%-56.9pp | 378.56%-357.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $775 | $2,625-70.5% | $3,885-80.0% | $3,539-78.1% |
| Admin fee / account holder | $69 | $123-43.9% | $5,351-98.7% | $142-51.3% |