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 7-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 | $35,215 |
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 | $50,595 | $82,202-38.5% | $125,339-59.6% | $64,808-21.9% |
| Participation rate | 74.9% | 77.9%-3.0pp | 82.4%-7.5pp | 71.5%+3.4pp |
| Annual return | -5.85% | 3.48%-9.3pp | 572.05%-577.9pp | 32.82%-38.7pp |
| Employer contribution / active EE | $6,191 | $3,615+71.2% | $4,814+28.6% | $2,506+147.1% |
| Participant deferral / active EE | $12,817 | $7,175+78.6% | $7,446+72.1% | $4,310+197.4% |
| Admin fee / account holder | $100 | $163-38.7% | $10,010-99.0% | $188-46.7% |