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 3-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 | $5,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,498 | $50,815-45.9% | $155,509-82.3% | $77,643-64.6% |
| Participation rate | 32.8% | 63.1%-30.3pp | 78.2%-45.4pp | 70.6%-37.8pp |
| Annual return | 32.72% | 34.80%-2.1pp | 64.67%-31.9pp | 31.24%+1.5pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,143 | $2,822+11.4% | $5,626-44.1% | $4,647-32.4% |
| Admin fee / account holder | $16 | $437-96.2% | $15,912-99.9% | $430-96.2% |