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 5-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 | $65,174 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,627 |
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 | $32,326 | $50,815-36.4% | $155,509-79.2% | $77,643-58.4% |
| Participation rate | 86.1% | 63.1%+23.0pp | 78.2%+7.9pp | 70.6%+15.6pp |
| Annual return | 22.77% | 34.80%-12.0pp | 64.67%-41.9pp | 31.24%-8.5pp |
| Employer contribution / active EE | $597 | $1,993-70.0% | $4,672-87.2% | $2,726-78.1% |
| Participant deferral / active EE | $6,880 | $2,822+143.8% | $5,626+22.3% | $4,647+48.0% |
| Admin fee / account holder | $203 | $437-53.4% | $15,912-98.7% | $430-52.7% |