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 | $2,024 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,853 | $82,664+238.5% | $125,339+123.3% | $68,494+308.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 8.40% | -5.97%+14.4pp | 572.05%-563.7pp | -7.84%+16.2pp |
| Employer contribution / active EE | $1,541 | $3,381-54.4% | $4,814-68.0% | $2,596-40.7% |
| Participant deferral / active EE | $7,619 | $6,110+24.7% | $7,446+2.3% | $4,027+89.2% |
| Admin fee / account holder | $19 | $6,275-99.7% | $10,010-99.8% | $5,403-99.6% |