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 | $1,025 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $165,763 | $130,194+27.3% | $169,993-2.5% | $71,457+132.0% |
| Participation rate | 76.7% | 86.1%-9.5pp | 87.0%-10.3pp | 67.9%+8.8pp |
| Annual return | 30.69% | 20.37%+10.3pp | 53.37%-22.7pp | 28.85%+1.8pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $16,241 | $6,923+134.6% | $10,408+56.0% | $4,289+278.7% |
| Admin fee / account holder | $8 | $966-99.2% | $12,815-99.9% | $1,587-99.5% |