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 | $1,525 |
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 | $92,511 | $71,516+29.4% | $98,439-6.0% | $71,457+29.5% |
| Participation rate | 47.7% | 72.7%-25.0pp | 75.2%-27.5pp | 67.9%-20.2pp |
| Annual return | 18.48% | 32.41%-13.9pp | 21.16%-2.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,643 | $2,399-31.5% | $3,048-46.1% | $2,588-36.5% |
| Participant deferral / active EE | $4,969 | $4,109+20.9% | $4,738+4.9% | $4,289+15.9% |
| Admin fee / account holder | $18 | $1,675-98.9% | $8,948-99.8% | $1,587-98.9% |