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 | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,460 | $37,426+117.7% | $77,482+5.1% | $79,858+2.0% |
| Participation rate | 38.7% | 41.5%-2.8pp | 54.2%-15.5pp | 69.6%-31.0pp |
| Annual return | 16.33% | 39.70%-23.4pp | 54.79%-38.5pp | 31.71%-15.4pp |
| Employer contribution / active EE | $520 | $637-18.3% | $986-47.3% | $2,471-78.9% |
| Participant deferral / active EE | $1,350 | $1,260+7.2% | $1,861-27.5% | $3,740-63.9% |
| Admin fee / account holder | $19 | $2,504-99.2% | $2,858-99.3% | $5,306-99.6% |