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 7-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 | $33,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,536 | $44,897-32.0% | $84,966-64.1% | $199,593-84.7% |
| Participation rate | 20.8% | 45.7%-24.9pp | 67.5%-46.7pp | 72.0%-51.1pp |
| Annual return | 15.45% | 20.96%-5.5pp | 66.38%-50.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $626 | $1,365-54.1% | $2,727-77.0% | $3,034-79.4% |
| Participant deferral / active EE | $1,108 | $2,668-58.5% | $4,519-75.5% | $5,087-78.2% |
| Admin fee / account holder | $113 | $584-80.6% | $6,149-98.2% | $269-57.8% |