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 | $66,938 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,128 | $144,996-66.8% | $111,297-56.8% | $93,030-48.3% |
| Participation rate | 82.6% | 86.2%-3.5pp | 77.3%+5.3pp | 73.9%+8.7pp |
| Annual return | 19.41% | 18.26%+1.1pp | 54.65%-35.2pp | 158.70%-139.3pp |
| Employer contribution / active EE | $1,645 | $3,056-46.2% | $2,731-39.8% | $2,706-39.2% |
| Participant deferral / active EE | $3,071 | $5,587-45.0% | $4,487-31.6% | $4,562-32.7% |
| Admin fee / account holder | $26 | $103-74.6% | $7,964-99.7% | $152-82.7% |