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 | $5,527 |
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.
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 | $31,560 | $91,407-65.5% | $135,903-76.8% | $71,457-55.8% |
| Participation rate | 65.9% | 75.7%-9.8pp | 81.9%-16.0pp | 67.9%-2.0pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.23%-68.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $10 | $3,703-99.7% | $4,856-99.8% | $2,588-99.6% |
| Participant deferral / active EE | $7,342 | $7,092+3.5% | $7,758-5.4% | $4,289+71.2% |
| Admin fee / account holder | $28 | $1,266-97.8% | $10,762-99.7% | $1,587-98.3% |