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 | $108,594 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,083 |
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 | $91,238 | $95,388-4.4% | $125,339-27.2% | $77,904+17.1% |
| Participation rate | 94.8% | 78.6%+16.2pp | 82.4%+12.4pp | 73.7%+21.1pp |
| Annual return | -12.10% | 116.19%-128.3pp | 572.05%-584.2pp | 12.21%-24.3pp |
| Employer contribution / active EE | $3,727 | $3,666+1.7% | $4,814-22.6% | $2,848+30.9% |
| Participant deferral / active EE | $11,739 | $7,711+52.2% | $7,446+57.6% | $4,806+144.3% |
| Admin fee / account holder | $107 | $119-10.2% | $10,010-98.9% | $133-19.5% |