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 | $63,408 |
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 | $35,618 | $45,000-20.8% | $143,757-75.2% | $77,904-54.3% |
| Participation rate | 89.8% | 66.8%+23.0pp | 80.3%+9.5pp | 73.7%+16.1pp |
| Annual return | -14.98% | 29.03%-44.0pp | -0.04%-14.9pp | 12.21%-27.2pp |
| Employer contribution / active EE | $2,861 | $1,870+53.0% | $4,951-42.2% | $2,848+0.5% |
| Participant deferral / active EE | $8,661 | $3,157+174.4% | $5,637+53.6% | $4,806+80.2% |
| Admin fee / account holder | $34 | $98-65.3% | $14,673-99.8% | $133-74.3% |