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 | $30,424 |
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 | $70,204 | $106,028-33.8% | $146,958-52.2% | $77,643-9.6% |
| Participation rate | 94.7% | 78.4%+16.3pp | 82.2%+12.5pp | 70.6%+24.1pp |
| Annual return | 19.69% | 56.73%-37.0pp | 418.34%-398.6pp | 31.24%-11.5pp |
| Employer contribution / active EE | $2,704 | $4,063-33.5% | $4,933-45.2% | $2,726-0.8% |
| Participant deferral / active EE | $18,032 | $7,990+125.7% | $8,070+123.5% | $4,647+288.0% |
| Admin fee / account holder | $34 | $337-89.8% | $12,998-99.7% | $430-92.0% |