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 | $1,215 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,914 | $58,879+17.0% | $178,490-61.4% | $73,488-6.2% |
| Participation rate | 33.9% | 66.2%-32.3pp | 81.9%-48.0pp | 70.7%-36.8pp |
| Annual return | 10.97% | 24.86%-13.9pp | 151.07%-140.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $736 | $2,236-67.1% | $5,011-85.3% | $2,270-67.6% |
| Participant deferral / active EE | $1,617 | $2,567-37.0% | $5,202-68.9% | $3,740-56.8% |
| Admin fee / account holder | $12 | $400-97.0% | $13,984-99.9% | $513-97.7% |