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 | $1,161 |
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 | $59,306 | $101,317-41.5% | $146,958-59.6% | $74,495-20.4% |
| Participation rate | 62.6% | 75.5%-12.9pp | 82.2%-19.5pp | 67.2%-4.6pp |
| Annual return | 21.59% | 8730.91%-8709.3pp | 418.34%-396.7pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,490 | $7,303+29.9% | $8,070+17.6% | $4,346+118.4% |
| Admin fee / account holder | $7 | $1,739-99.6% | $12,998-99.9% | $1,942-99.6% |