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 | $800 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,660 | $70,002-43.3% | $115,037-65.5% | $52,331-24.2% |
| Participation rate | 47.6% | 72.1%-24.6pp | 81.4%-33.8pp | 68.1%-20.6pp |
| Annual return | -0.03% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $337 | $2,715-87.6% | $4,608-92.7% | $1,882-82.1% |
| Participant deferral / active EE | $2,579 | $4,920-47.6% | $6,026-57.2% | $3,022-14.7% |
| Admin fee / account holder | $7 | $566-98.8% | $8,175-99.9% | $592-98.8% |