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 | $5,307 |
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 | $69,818 | $102,317-31.8% | $146,958-52.5% | $80,856-13.7% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 40.58% | 134.76%-94.2pp | 418.34%-377.8pp | 35.59%+5.0pp |
| Employer contribution / active EE | $30 | $3,713-99.2% | $4,933-99.4% | $2,755-98.9% |
| Participant deferral / active EE | $19,069 | $6,644+187.0% | $8,070+136.3% | $4,296+343.9% |
| Admin fee / account holder | $41 | $7,941-99.5% | $12,998-99.7% | $6,918-99.4% |