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 7-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 | $21,850 |
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 | $65,909 | $50,956+29.3% | $96,562-31.7% | $86,799-24.1% |
| Participation rate | 59.0% | 65.2%-6.2pp | 69.8%-10.8pp | 72.3%-13.3pp |
| Annual return | 14.26% | 21.27%-7.0pp | 37.78%-23.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $831 | $1,111-25.2% | $2,356-64.7% | $2,405-65.4% |
| Participant deferral / active EE | $2,452 | $2,954-17.0% | $3,849-36.3% | $4,131-40.6% |
| Admin fee / account holder | $69 | $166-58.4% | $6,181-98.9% | $170-59.2% |