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 | -$45,500 |
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 | $195,877 | $88,730+120.8% | $82,313+138.0% | $77,958+151.3% |
| Participation rate | 99.5% | 84.5%+15.0pp | 76.9%+22.6pp | 71.6%+27.8pp |
| Annual return | 17.75% | 20.88%-3.1pp | 25.88%-8.1pp | 20.87%-3.1pp |
| Employer contribution / active EE | $6,162 | $2,758+123.4% | $2,428+153.8% | $2,310+166.7% |
| Participant deferral / active EE | $4,010 | $4,634-13.5% | $3,706+8.2% | $3,537+13.4% |
| Admin fee / account holder | -$37 | $74-149.6% | $5,608-100.7% | $97-137.6% |