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 | $241,467 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,283 | $112,156-54.3% | $108,410-52.7% | $101,517-49.5% |
| Participation rate | 92.4% | 83.2%+9.2pp | 80.1%+12.3pp | 74.6%+17.9pp |
| Annual return | 27.72% | 15.85%+11.9pp | 905.27%-877.6pp | 21.00%+6.7pp |
| Employer contribution / active EE | $39 | $3,067-98.7% | $3,558-98.9% | $2,973-98.7% |
| Participant deferral / active EE | $13,013 | $6,696+94.3% | $6,563+98.3% | $4,873+167.0% |
| Admin fee / account holder | $16 | $75-78.5% | $7,295-99.8% | $139-88.5% |