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 8-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 | $12,974 |
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 | $28,806 | $91,407-68.5% | $135,903-78.8% | $71,457-59.7% |
| Participation rate | 96.3% | 75.7%+20.7pp | 81.9%+14.4pp | 67.9%+28.4pp |
| Annual return | 36.62% | 29.90%+6.7pp | 68.23%-31.6pp | 28.85%+7.8pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,231 | $7,092+44.3% | $7,758+31.9% | $4,289+138.6% |
| Admin fee / account holder | $43 | $1,266-96.6% | $10,762-99.6% | $1,587-97.3% |