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 | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,248 | $84,487+24.6% | $125,339-16.0% | $66,914+57.3% |
| Participation rate | 59.3% | 76.4%-17.2pp | 82.4%-23.1pp | 69.8%-10.5pp |
| Annual return | -24.64% | -8.39%-16.2pp | 572.05%-596.7pp | 1.58%-26.2pp |
| Employer contribution / active EE | $2,696 | $3,553-24.1% | $4,814-44.0% | $2,544+6.0% |
| Participant deferral / active EE | $5,637 | $6,781-16.9% | $7,446-24.3% | $4,237+33.1% |
| Admin fee / account holder | $24 | $685-96.5% | $10,010-99.8% | $593-96.0% |