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 | $48,683 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,712 | $47,898+3.8% | $117,472-57.7% | $64,808-23.3% |
| Participation rate | 55.6% | 61.9%-6.3pp | 70.6%-15.0pp | 71.5%-15.9pp |
| Annual return | -11.37% | -15.54%+4.2pp | 29.74%-41.1pp | 32.82%-44.2pp |
| Employer contribution / active EE | $1,181 | $1,774-33.4% | $4,176-71.7% | $2,506-52.9% |
| Participant deferral / active EE | $2,836 | $3,151-10.0% | $4,070-30.3% | $4,310-34.2% |
| Admin fee / account holder | $205 | $132+55.8% | $5,645-96.4% | $188+9.4% |