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 | $2,000 |
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 | $145,846 | $101,317+44.0% | $146,958-0.8% | $74,495+95.8% |
| Participation rate | 65.5% | 75.5%-10.0pp | 82.2%-16.7pp | 67.2%-1.7pp |
| Annual return | 17.14% | 8730.91%-8713.8pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,908 | $3,810-23.7% | $4,933-41.0% | $2,623+10.9% |
| Participant deferral / active EE | $6,616 | $7,303-9.4% | $8,070-18.0% | $4,346+52.2% |
| Admin fee / account holder | $12 | $1,739-99.3% | $12,998-99.9% | $1,942-99.4% |