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 | $47,268 |
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 | $72,734 | $104,697-30.5% | $96,544-24.7% | $80,160-9.3% |
| Participation rate | 86.5% | 86.4%+0.1pp | 76.0%+10.5pp | 72.9%+13.5pp |
| Annual return | 21.12% | 21.78%-0.7pp | 25.84%-4.7pp | 40.38%-19.3pp |
| Employer contribution / active EE | $1,853 | $3,536-47.6% | $2,965-37.5% | $2,978-37.8% |
| Participant deferral / active EE | $6,662 | $6,188+7.7% | $4,851+37.3% | $5,017+32.8% |
| Admin fee / account holder | $33 | $107-69.3% | $8,252-99.6% | $145-77.4% |