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 | $38,621 |
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 | $98,305 | $88,634+10.9% | $101,326-3.0% | $74,304+32.3% |
| Participation rate | 91.5% | 76.9%+14.7pp | 81.5%+10.0pp | 60.3%+31.2pp |
| Annual return | 43.67% | 33.10%+10.6pp | 36.82%+6.9pp | 29.43%+14.2pp |
| Employer contribution / active EE | $1 | $2,930-100.0% | $3,665-100.0% | $2,241-99.9% |
| Participant deferral / active EE | $22,201 | $7,322+203.2% | $7,994+177.7% | $3,767+489.3% |
| Admin fee / account holder | $140 | $2,425-94.2% | $11,185-98.7% | $2,969-95.3% |