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 | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,631 | $72,770-35.9% | $67,652-31.1% | $55,191-15.5% |
| Participation rate | 53.0% | 78.8%-25.8pp | 75.7%-22.7pp | 69.2%-16.2pp |
| Annual return | 1.10% | -3.26%+4.4pp | 6625.04%-6623.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $876 | $1,769-50.5% | $2,266-61.3% | $1,899-53.9% |
| Participant deferral / active EE | $2,354 | $3,408-30.9% | $3,560-33.9% | $3,046-22.7% |
| Admin fee / account holder | $22 | $79-72.3% | $4,821-99.5% | $91-75.9% |