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 9-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 | $8,685 |
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 | $47,593 | $44,960+5.9% | $84,966-44.0% | $74,495-36.1% |
| Participation rate | 79.7% | 49.4%+30.4pp | 67.5%+12.2pp | 67.2%+12.5pp |
| Annual return | 24.53% | 26.24%-1.7pp | 66.38%-41.8pp | 1364.94%-1340.4pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $15,748 | $2,731+476.7% | $4,519+248.5% | $4,346+262.4% |
| Admin fee / account holder | $31 | $2,209-98.6% | $6,149-99.5% | $1,942-98.4% |