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 | $54,032 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $163,468 | $119,446+36.9% | $150,045+8.9% | $85,563+91.1% |
| Participation rate | 94.0% | 75.4%+18.5pp | 82.3%+11.7pp | 66.0%+28.0pp |
| Annual return | 19.77% | 23.72%-4.0pp | 62.55%-42.8pp | 31.51%-11.7pp |
| Employer contribution / active EE | $6,390 | $4,078+56.7% | $4,693+36.2% | $2,654+140.8% |
| Participant deferral / active EE | $13,159 | $7,985+64.8% | $7,997+64.5% | $4,375+200.8% |
| Admin fee / account holder | $82 | $548-85.1% | $13,435-99.4% | $834-90.2% |