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 | $27,670 |
RESJ, PC1 year Filed as: RESJ, P.C. Service code 10 · EIN 58-2647076 | Accounting | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,684 | $65,908-17.0% | $81,812-33.2% | $77,643-29.6% |
| Participation rate | 58.6% | 65.8%-7.2pp | 72.3%-13.8pp | 70.6%-12.0pp |
| Annual return | 17.34% | 26.64%-9.3pp | 773.79%-756.5pp | 31.24%-13.9pp |
| Employer contribution / active EE | $1,037 | $2,370-56.2% | $2,912-64.4% | $2,726-61.9% |
| Participant deferral / active EE | $3,798 | $3,505+8.4% | $4,319-12.0% | $4,647-18.3% |
| Admin fee / account holder | $196 | $526-62.8% | $7,386-97.4% | $430-54.6% |