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 7-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 | $97,566 |
CATALYST WEALTH MGMT LLC2 years Service code 27 · EIN 36-3875540 | Advisory (Plan) | $54,169 |
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 | $20,335 | $42,504-52.2% | $159,960-87.3% | $77,904-73.9% |
| Participation rate | 80.1% | 66.9%+13.2pp | 78.0%+2.2pp | 73.7%+6.4pp |
| Annual return | -13.30% | -12.43%-0.9pp | 408.60%-421.9pp | 12.21%-25.5pp |
| Employer contribution / active EE | $2,434 | $1,684+44.6% | $4,226-42.4% | $2,848-14.5% |
| Participant deferral / active EE | $3,449 | $3,919-12.0% | $6,182-44.2% | $4,806-28.2% |
| Admin fee / account holder | $105 | $98+7.6% | $8,698-98.8% | $133-20.8% |