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 04-2647789 | Loan Processing | $5,372 |
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.
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 | $32,481 | $63,114-48.5% | $92,893-65.0% | $65,185-50.2% |
| Participation rate | 38.0% | 68.8%-30.8pp | 76.0%-38.0pp | 70.2%-32.2pp |
| Annual return | 7.34% | 28.75%-21.4pp | 109.41%-102.1pp | 29.38%-22.0pp |
| Employer contribution / active EE | $1,046 | $2,571-59.3% | $3,653-71.4% | $2,177-51.9% |
| Participant deferral / active EE | $2,138 | $3,108-31.2% | $4,236-49.5% | $3,514-39.2% |
| Admin fee / account holder | $46 | $624-92.6% | $5,794-99.2% | $847-94.5% |