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 | $81,284 |
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 | $43,720 | $95,274-54.1% | $135,903-67.8% | $74,419-41.3% |
| Participation rate | 91.4% | 78.2%+13.2pp | 81.9%+9.5pp | 70.7%+20.6pp |
| Annual return | 30.59% | 32.77%-2.2pp | 68.23%-37.6pp | 34.38%-3.8pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $12,449 | $7,782+60.0% | $7,758+60.5% | $4,528+174.9% |
| Admin fee / account holder | $113 | $266-57.6% | $10,762-99.0% | $348-67.6% |