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 | -$2,796 |
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 | $94,027 | $101,317-7.2% | $146,958-36.0% | $74,495+26.2% |
| Participation rate | 75.5% | 75.5%0pp | 82.2%-6.6pp | 67.2%+8.3pp |
| Annual return | 23.03% | 8730.91%-8707.9pp | 418.34%-395.3pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $6,332 | $3,810+66.2% | $4,933+28.4% | $2,623+141.4% |
| Participant deferral / active EE | $10,850 | $7,303+48.6% | $8,070+34.5% | $4,346+149.7% |
| Admin fee / account holder | -$4 | $1,739-100.3% | $12,998-100.0% | $1,942-100.2% |