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 | $22,931 |
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 | $51,465 | $50,815+1.3% | $155,509-66.9% | $77,643-33.7% |
| Participation rate | 57.0% | 63.1%-6.1pp | 78.2%-21.1pp | 70.6%-13.5pp |
| Annual return | 12.14% | 34.80%-22.7pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,559 | $1,993-21.8% | $4,672-66.6% | $2,726-42.8% |
| Participant deferral / active EE | $3,165 | $2,822+12.1% | $5,626-43.8% | $4,647-31.9% |
| Admin fee / account holder | $109 | $437-75.0% | $15,912-99.3% | $430-74.7% |