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 | $8,645 |
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 | $21,859 | $47,126-53.6% | $149,673-85.4% | $74,419-70.6% |
| Participation rate | 34.7% | 63.4%-28.7pp | 78.8%-44.0pp | 70.7%-36.0pp |
| Annual return | 53.79% | 22.75%+31.0pp | 134.42%-80.6pp | 34.38%+19.4pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,806 | $2,728+39.5% | $5,680-33.0% | $4,528-15.9% |
| Admin fee / account holder | $25 | $343-92.7% | $13,210-99.8% | $348-92.9% |