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 | $8,528 |
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 | $51,051 | $89,808-43.2% | $100,391-49.1% | $77,643-34.2% |
| Participation rate | 92.8% | 81.2%+11.6pp | 81.5%+11.3pp | 70.6%+22.2pp |
| Annual return | 32.81% | 20.62%+12.2pp | 49.20%-16.4pp | 31.24%+1.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $13,880 | $8,284+67.5% | $8,082+71.7% | $4,647+198.7% |
| Admin fee / account holder | $11 | $174-93.4% | $7,899-99.9% | $430-97.3% |