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 6-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 | $34,332 |
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 | $104,821 | $100,923+3.9% | $150,045-30.1% | $74,304+41.1% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.3%+13.9pp | 60.3%+35.9pp |
| Annual return | 20.82% | 51.77%-30.9pp | 62.55%-41.7pp | 29.43%-8.6pp |
| Employer contribution / active EE | $4,207 | $3,463+21.5% | $4,693-10.4% | $2,241+87.7% |
| Participant deferral / active EE | $20,379 | $6,709+203.7% | $7,997+154.8% | $3,767+440.9% |
| Admin fee / account holder | $113 | $2,767-95.9% | $13,435-99.2% | $2,969-96.2% |