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 | $28,998 |
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 | $26,975 | $50,815-46.9% | $155,509-82.7% | $77,643-65.3% |
| Participation rate | 43.5% | 63.1%-19.6pp | 78.2%-34.7pp | 70.6%-27.0pp |
| Annual return | 19.62% | 34.80%-15.2pp | 64.67%-45.0pp | 31.24%-11.6pp |
| Employer contribution / active EE | $1,699 | $1,993-14.7% | $4,672-63.6% | $2,726-37.7% |
| Participant deferral / active EE | $3,602 | $2,822+27.6% | $5,626-36.0% | $4,647-22.5% |
| Admin fee / account holder | $144 | $437-67.1% | $15,912-99.1% | $430-66.6% |