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 | $68,956 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $11,708 |
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 | $48,146 | $106,028-54.6% | $146,958-67.2% | $77,643-38.0% |
| Participation rate | 73.3% | 78.4%-5.1pp | 82.2%-8.9pp | 70.6%+2.7pp |
| Annual return | 24.08% | 56.73%-32.7pp | 418.34%-394.3pp | 31.24%-7.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,556 | $7,990+44.6% | $8,070+43.2% | $4,647+148.7% |
| Admin fee / account holder | $164 | $337-51.3% | $12,998-98.7% | $430-61.8% |