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 | $38,109 |
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 | $58,899 | $79,013-25.5% | $100,391-41.3% | $74,495-20.9% |
| Participation rate | 93.0% | 79.5%+13.5pp | 81.5%+11.5pp | 67.2%+25.8pp |
| Annual return | 31.59% | 20.41%+11.2pp | 49.20%-17.6pp | 1364.94%-1333.4pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $20,640 | $7,760+166.0% | $8,082+155.4% | $4,346+375.0% |
| Admin fee / account holder | $126 | $1,320-90.5% | $7,899-98.4% | $1,942-93.5% |