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 5-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 | $128,169 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $58,433 | $98,780-40.8% | $60,874-4.0% | $77,904-25.0% |
| Participation rate | 92.9% | 76.7%+16.3pp | 73.1%+19.8pp | 73.7%+19.3pp |
| Annual return | -15.83% | -11.56%-4.3pp | 16.90%-32.7pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,889 | $3,605-47.6% | $2,701-30.1% | $2,848-33.7% |
| Participant deferral / active EE | $5,079 | $4,200+20.9% | $3,817+33.1% | $4,806+5.7% |
| Admin fee / account holder | $24 | $89-72.7% | $3,224-99.2% | $133-81.7% |