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 | $126,167 |
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 | $95,443 | $108,617-12.1% | $108,410-12.0% | $93,030+2.6% |
| Participation rate | 92.4% | 83.1%+9.3pp | 80.1%+12.3pp | 73.9%+18.5pp |
| Annual return | 30.17% | 21.63%+8.5pp | 905.27%-875.1pp | 158.70%-128.5pp |
| Employer contribution / active EE | $5,819 | $3,249+79.1% | $3,558+63.5% | $2,706+115.1% |
| Participant deferral / active EE | $14,083 | $7,885+78.6% | $6,563+114.6% | $4,562+208.7% |
| Admin fee / account holder | $38 | $94-59.4% | $7,295-99.5% | $152-74.9% |