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 4-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 | $45,571 |
Employer contribution per participant 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 | $41,641 | $95,274-56.3% | $135,903-69.4% | $74,419-44.0% |
| Participation rate | 74.6% | 78.2%-3.6pp | 81.9%-7.3pp | 70.7%+3.9pp |
| Annual return | 32.40% | 32.77%-0.4pp | 68.23%-35.8pp | 34.38%-2.0pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $13,635 | $7,782+75.2% | $7,758+75.8% | $4,528+201.1% |
| Admin fee / account holder | $111 | $266-58.3% | $10,762-99.0% | $348-68.1% |