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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,322 | $108,719-45.4% | $101,326-41.5% | $85,563-30.7% |
| Participation rate | 61.5% | 80.9%-19.3pp | 81.5%-20.0pp | 66.0%-4.4pp |
| Annual return | 29.37% | 20.95%+8.4pp | 36.82%-7.4pp | 31.51%-2.1pp |
| Employer contribution / active EE | $4 | $3,114-99.9% | $3,665-99.9% | $2,654-99.8% |
| Participant deferral / active EE | $10,835 | $8,545+26.8% | $7,994+35.5% | $4,375+147.7% |
| Admin fee / account holder | $63 | $685-90.9% | $11,185-99.4% | $834-92.5% |