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 | $84,782 |
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 | $69,175 | $119,446-42.1% | $150,045-53.9% | $85,563-19.2% |
| Participation rate | 88.2% | 75.4%+12.8pp | 82.3%+5.9pp | 66.0%+22.2pp |
| Annual return | 20.60% | 23.72%-3.1pp | 62.55%-42.0pp | 31.51%-10.9pp |
| Employer contribution / active EE | $31 | $4,078-99.2% | $4,693-99.3% | $2,654-98.8% |
| Participant deferral / active EE | $12,955 | $7,985+62.2% | $7,997+62.0% | $4,375+196.1% |
| Admin fee / account holder | $153 | $548-72.1% | $13,435-98.9% | $834-81.7% |