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 | $1,550 |
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).
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 | $118,335 | $99,957+18.4% | $149,696-20.9% | $73,488+61.0% |
| Participation rate | 62.3% | 75.7%-13.4pp | 82.5%-20.1pp | 70.7%-8.4pp |
| Annual return | 34.11% | 53.87%-19.8pp | 276.60%-242.5pp | 28.51%+5.6pp |
| Employer contribution / active EE | $2,509 | $3,191-21.4% | $4,644-46.0% | $2,270+10.5% |
| Participant deferral / active EE | $5,714 | $6,073-5.9% | $6,842-16.5% | $3,740+52.8% |
| Admin fee / account holder | $15 | $551-97.3% | $9,309-99.8% | $513-97.1% |