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 5-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 | $83,694 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,450 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,655 | $54,193-58.2% | $93,606-75.8% | $77,643-70.8% |
| Participation rate | 89.2% | 63.9%+25.2pp | 68.7%+20.4pp | 70.6%+18.6pp |
| Annual return | 34.06% | 30.54%+3.5pp | 133.20%-99.1pp | 31.24%+2.8pp |
| Employer contribution / active EE | $1,545 | $1,168+32.2% | $2,420-36.2% | $2,726-43.3% |
| Participant deferral / active EE | $3,789 | $3,144+20.5% | $4,411-14.1% | $4,647-18.5% |
| Admin fee / account holder | $209 | $576-63.7% | $8,285-97.5% | $430-51.5% |