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 | $280,802 |
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 | $51,647 | $130,141-60.3% | $86,677-40.4% | $77,904-33.7% |
| Participation rate | 95.2% | 85.9%+9.3pp | 76.6%+18.6pp | 73.7%+21.5pp |
| Annual return | -14.73% | -12.75%-2.0pp | 35.91%-50.6pp | 12.21%-26.9pp |
| Employer contribution / active EE | $2,395 | $3,220-25.6% | $2,836-15.6% | $2,848-15.9% |
| Participant deferral / active EE | $5,014 | $5,757-12.9% | $4,656+7.7% | $4,806+4.3% |
| Admin fee / account holder | $103 | $132-21.8% | $7,493-98.6% | $133-22.3% |