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 5-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 | $19,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,529 | $81,625-45.4% | $167,512-73.4% | $74,304-40.1% |
| Participation rate | 67.5% | 60.0%+7.5pp | 77.1%-9.6pp | 60.3%+7.2pp |
| Annual return | 26.97% | 26.09%+0.9pp | 1615.79%-1588.8pp | 29.43%-2.5pp |
| Employer contribution / active EE | $1,364 | $2,010-32.2% | $3,882-64.9% | $2,241-39.1% |
| Participant deferral / active EE | $4,535 | $4,115+10.2% | $6,405-29.2% | $3,767+20.4% |
| Admin fee / account holder | $136 | $3,474-96.1% | $9,769-98.6% | $2,969-95.4% |