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 9-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 | $46,844 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $21,831 |
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 | $51,752 | $95,274-45.7% | $135,903-61.9% | $74,419-30.5% |
| Participation rate | 77.4% | 78.2%-0.8pp | 81.9%-4.5pp | 70.7%+6.7pp |
| Annual return | 45.04% | 32.77%+12.3pp | 68.23%-23.2pp | 34.38%+10.7pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $11,986 | $7,782+54.0% | $7,758+54.5% | $4,528+164.7% |
| Admin fee / account holder | $153 | $266-42.4% | $10,762-98.6% | $348-55.9% |