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 | $182,233 |
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 | $81,825 | $102,389-20.1% | $100,516-18.6% | $90,288-9.4% |
| Participation rate | 93.5% | 84.0%+9.5pp | 79.4%+14.1pp | 73.4%+20.2pp |
| Annual return | 32.47% | 22.50%+10.0pp | 30.89%+1.6pp | 53.97%-21.5pp |
| Employer contribution / active EE | $5,986 | $3,056+95.9% | $3,418+75.2% | $2,524+137.2% |
| Participant deferral / active EE | $14,203 | $7,514+89.0% | $6,270+126.5% | $4,232+235.6% |
| Admin fee / account holder | $71 | $83-14.4% | $8,081-99.1% | $114-37.5% |