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 4-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 | $663 |
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 | $68,224 | $88,634-23.0% | $101,326-32.7% | $74,304-8.2% |
| Participation rate | 88.1% | 76.9%+11.3pp | 81.5%+6.6pp | 60.3%+27.8pp |
| Annual return | 17.53% | 33.10%-15.6pp | 36.82%-19.3pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,417 | $2,930-51.6% | $3,665-61.3% | $2,241-36.8% |
| Participant deferral / active EE | $14,168 | $7,322+93.5% | $7,994+77.2% | $3,767+276.1% |
| Admin fee / account holder | $13 | $2,425-99.5% | $11,185-99.9% | $2,969-99.6% |