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 | -$49,675 |
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 | $382,274 | $138,347+176.3% | $184,203+107.5% | $80,856+372.8% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+12.0pp | 67.6%+31.1pp |
| Annual return | 19.76% | 20.02%-0.3pp | 28.81%-9.1pp | 35.59%-15.8pp |
| Employer contribution / active EE | $23,305 | $4,850+380.5% | $6,427+262.6% | $2,755+746.0% |
| Participant deferral / active EE | $20,705 | $7,071+192.8% | $9,131+126.7% | $4,296+382.0% |
| Admin fee / account holder | -$343 | $10,483-103.3% | $13,901-102.5% | $6,918-105.0% |