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 9-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 | $156 |
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 | $28,567 | $84,487-66.2% | $125,339-77.2% | $66,914-57.3% |
| Participation rate | 73.9% | 76.4%-2.5pp | 82.4%-8.5pp | 69.8%+4.1pp |
| Annual return | -6.44% | -8.39%+2.0pp | 572.05%-578.5pp | 1.58%-8.0pp |
| Employer contribution / active EE | $835 | $3,553-76.5% | $4,814-82.7% | $2,544-67.2% |
| Participant deferral / active EE | $8,069 | $6,781+19.0% | $7,446+8.4% | $4,237+90.4% |
| Admin fee / account holder | $2 | $685-99.6% | $10,010-100.0% | $593-99.6% |