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 | $5,456 |
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 | $51,877 | $39,458+31.5% | $60,547-14.3% | $55,191-6.0% |
| Participation rate | 64.6% | 59.6%+5.0pp | 68.0%-3.4pp | 69.2%-4.6pp |
| Annual return | 17.57% | 3.35%+14.2pp | 335.64%-318.1pp | 10.78%+6.8pp |
| Employer contribution / active EE | $871 | $1,210-28.0% | $2,419-64.0% | $1,899-54.1% |
| Participant deferral / active EE | $3,429 | $2,140+60.2% | $3,328+3.0% | $3,046+12.6% |
| Admin fee / account holder | $8 | $95-92.1% | $4,536-99.8% | $91-91.7% |