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 | $66,633 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $36,859 |
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 | $63,487 | $106,028-40.1% | $146,958-56.8% | $77,643-18.2% |
| Participation rate | 77.0% | 78.4%-1.3pp | 82.2%-5.1pp | 70.6%+6.4pp |
| Annual return | 29.98% | 56.73%-26.8pp | 418.34%-388.4pp | 31.24%-1.3pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $14,241 | $7,990+78.2% | $8,070+76.5% | $4,647+206.4% |
| Admin fee / account holder | $200 | $337-40.9% | $12,998-98.5% | $430-53.6% |