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 4-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 | $9,356 |
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 | $40,754 | $62,624-34.9% | $177,989-77.1% | $77,643-47.5% |
| Participation rate | 58.6% | 66.8%-8.2pp | 77.1%-18.5pp | 70.6%-12.0pp |
| Annual return | 15.82% | 16.16%-0.3pp | 294.48%-278.7pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,348 | $1,909+23.0% | $3,949-40.5% | $2,726-13.9% |
| Participant deferral / active EE | $4,518 | $4,219+7.1% | $6,276-28.0% | $4,647-2.8% |
| Admin fee / account holder | $73 | $386-81.0% | $10,363-99.3% | $430-83.0% |