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 7-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 | $3,669 |
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 | $104,857 | $89,808+16.8% | $100,391+4.4% | $77,643+35.1% |
| Participation rate | 85.4% | 81.2%+4.2pp | 81.5%+3.9pp | 70.6%+14.8pp |
| Annual return | 24.32% | 20.62%+3.7pp | 49.20%-24.9pp | 31.24%-6.9pp |
| Employer contribution / active EE | $5,724 | $3,039+88.4% | $3,942+45.2% | $2,726+110.0% |
| Participant deferral / active EE | $13,828 | $8,284+66.9% | $8,082+71.1% | $4,647+197.6% |
| Admin fee / account holder | $4 | $174-97.5% | $7,899-99.9% | $430-99.0% |