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 | $16,474 |
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 | $22,064 | $47,126-53.2% | $149,673-85.3% | $74,419-70.4% |
| Participation rate | 51.7% | 63.4%-11.7pp | 78.8%-27.1pp | 70.7%-19.1pp |
| Annual return | 32.60% | 22.75%+9.9pp | 134.42%-101.8pp | 34.38%-1.8pp |
| Employer contribution / active EE | $1,984 | $1,905+4.1% | $4,818-58.8% | $2,637-24.8% |
| Participant deferral / active EE | $4,080 | $2,728+49.6% | $5,680-28.2% | $4,528-9.9% |
| Admin fee / account holder | $88 | $343-74.4% | $13,210-99.3% | $348-74.8% |