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 3-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 | $22,885 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,724 |
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 | $45,282 | $59,417-23.8% | $93,606-51.6% | $74,495-39.2% |
| Participation rate | 80.2% | 59.7%+20.5pp | 68.7%+11.4pp | 67.2%+13.0pp |
| Annual return | 11.75% | 81.83%-70.1pp | 133.20%-121.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $511 | $1,264-59.5% | $2,420-78.9% | $2,623-80.5% |
| Participant deferral / active EE | $5,119 | $3,050+67.8% | $4,411+16.0% | $4,346+17.8% |
| Admin fee / account holder | $240 | $3,021-92.1% | $8,285-97.1% | $1,942-87.6% |