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 55 · EIN 38-2722519 | Other Commissions | $64,229 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,719 |
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 | $42,131 | $42,353-0.5% | $79,550-47.0% | $64,808-35.0% |
| Participation rate | 74.6% | 64.8%+9.8pp | 69.5%+5.1pp | 71.5%+3.1pp |
| Annual return | -9.91% | -12.24%+2.3pp | 0.16%-10.1pp | 32.82%-42.7pp |
| Employer contribution / active EE | $616 | $1,181-47.8% | $2,413-74.5% | $2,506-75.4% |
| Participant deferral / active EE | $4,916 | $3,170+55.0% | $3,985+23.3% | $4,310+14.0% |
| Admin fee / account holder | $7 | $160-95.5% | $6,832-99.9% | $188-96.2% |