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 | $76,138 |
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 | $56,575 | $106,028-46.6% | $146,958-61.5% | $77,643-27.1% |
| Participation rate | 89.7% | 78.4%+11.3pp | 82.2%+7.5pp | 70.6%+19.1pp |
| Annual return | 21.73% | 56.73%-35.0pp | 418.34%-396.6pp | 31.24%-9.5pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,587 | $7,990+45.0% | $8,070+43.6% | $4,647+149.3% |
| Admin fee / account holder | $119 | $337-64.6% | $12,998-99.1% | $430-72.3% |