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 | $5,248 |
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).
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 | $45,306 | $82,202-44.9% | $125,339-63.9% | $64,808-30.1% |
| Participation rate | 38.8% | 77.9%-39.0pp | 82.4%-43.5pp | 71.5%-32.6pp |
| Annual return | -16.95% | 3.48%-20.4pp | 572.05%-589.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,027 | $3,615-71.6% | $4,814-78.7% | $2,506-59.0% |
| Participant deferral / active EE | $4,529 | $7,175-36.9% | $7,446-39.2% | $4,310+5.1% |
| Admin fee / account holder | $8 | $163-95.4% | $10,010-99.9% | $188-96.0% |