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 | $33,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,168 | $53,345+3.4% | $121,098-54.4% | $74,419-25.9% |
| Participation rate | 47.5% | 60.0%-12.5pp | 69.5%-22.0pp | 70.7%-23.2pp |
| Annual return | 11.20% | 35.15%-24.0pp | 985.75%-974.5pp | 34.38%-23.2pp |
| Employer contribution / active EE | $1,150 | $1,898-39.4% | $4,164-72.4% | $2,637-56.4% |
| Participant deferral / active EE | $2,632 | $3,221-18.3% | $4,080-35.5% | $4,528-41.9% |
| Admin fee / account holder | $142 | $382-62.8% | $5,644-97.5% | $348-59.2% |