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 3-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 | $8,918 |
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 | $72,028 | $79,013-8.8% | $100,391-28.3% | $74,495-3.3% |
| Participation rate | 83.0% | 79.5%+3.5pp | 81.5%+1.5pp | 67.2%+15.8pp |
| Annual return | 17.74% | 20.41%-2.7pp | 49.20%-31.5pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $16,071 | $7,760+107.1% | $8,082+98.9% | $4,346+269.8% |
| Admin fee / account holder | $44 | $1,320-96.7% | $7,899-99.4% | $1,942-97.7% |