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 6-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 | $33,567 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,941 | $101,317+47.0% | $146,958+1.3% | $74,495+99.9% |
| Participation rate | 10.7% | 75.5%-64.8pp | 82.2%-71.4pp | 67.2%-56.5pp |
| Annual return | 28.02% | 8730.91%-8702.9pp | 418.34%-390.3pp | 1364.94%-1336.9pp |
| Employer contribution / active EE | $11,151 | $3,810+192.7% | $4,933+126.1% | $2,623+325.1% |
| Participant deferral / active EE | $82,923 | $7,303+1035.4% | $8,070+927.6% | $4,346+1808.1% |
| Admin fee / account holder | $74 | $1,739-95.7% | $12,998-99.4% | $1,942-96.2% |