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 10-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 | $13,822 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,207 | $88,122-52.1% | $141,162-70.1% | $67,579-37.5% |
| Participation rate | 67.6% | 76.5%-8.9pp | 82.5%-14.9pp | 71.3%-3.7pp |
| Annual return | 43.82% | 75.40%-31.6pp | 71.39%-27.6pp | 378.56%-334.7pp |
| Employer contribution / active EE | $853 | $3,224-73.5% | $4,735-82.0% | $2,148-60.3% |
| Participant deferral / active EE | $8,465 | $5,958+42.1% | $6,709+26.2% | $3,539+139.2% |
| Admin fee / account holder | $42 | $131-68.2% | $10,261-99.6% | $142-70.8% |