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 10-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 | $105,043 |
Employer contribution per participant 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 | $95,779 | $225,489-57.5% | $81,930+16.9% | $93,223+2.7% |
| Participation rate | 87.0% | 80.7%+6.3pp | 72.0%+15.0pp | 74.9%+12.1pp |
| Annual return | 14.34% | 14.44%-0.1pp | 29.49%-15.2pp | 19.29%-5.0pp |
| Employer contribution / active EE | $1,154 | $3,151-63.4% | $4,310-73.2% | $2,680-56.9% |
| Participant deferral / active EE | $4,807 | $4,408+9.0% | $7,107-32.4% | $4,563+5.3% |
| Admin fee / account holder | $12 | $185-93.5% | $5,158-99.8% | $79-84.8% |