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 55 · EIN 35-2552359 | Other Commissions | $6,616 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,168 |
Form 5500 reported that benefits due were not provided when due.
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 | $177,748 | $79,428+123.8% | $106,548+66.8% | $79,386+123.9% |
| Participation rate | 98.7% | 74.1%+24.6pp | 76.1%+22.6pp | 70.7%+28.0pp |
| Annual return | 17.15% | 18.27%-1.1pp | 26.80%-9.7pp | 116.85%-99.7pp |
| Employer contribution / active EE | $8,219 | $2,234+267.9% | $2,819+191.6% | $2,427+238.6% |
| Participant deferral / active EE | $15,199 | $3,823+297.6% | $4,398+245.6% | $4,046+275.7% |
| Admin fee / account holder | $19 | $523-96.3% | $7,407-99.7% | $626-96.9% |