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 | $28,867 |
Annual investment return 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 | $36,241 | $50,815-28.7% | $155,509-76.7% | $77,643-53.3% |
| Participation rate | 86.9% | 63.1%+23.8pp | 78.2%+8.7pp | 70.6%+16.3pp |
| Annual return | 10.72% | 34.80%-24.1pp | 64.67%-53.9pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,132 | $1,993-43.2% | $4,672-75.8% | $2,726-58.5% |
| Participant deferral / active EE | $4,431 | $2,822+57.0% | $5,626-21.2% | $4,647-4.7% |
| Admin fee / account holder | $35 | $437-92.0% | $15,912-99.8% | $430-91.9% |