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 | -$10,681 |
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 | $111,734 | $86,897+28.6% | $151,611-26.3% | $64,808+72.4% |
| Participation rate | 84.0% | 87.3%-3.2pp | 87.5%-3.5pp | 71.5%+12.6pp |
| Annual return | 0.00% | -3.57%+3.6pp | 3.33%-3.3pp | 32.82%-32.8pp |
| Employer contribution / active EE | $4,503 | $4,010+12.3% | $6,166-27.0% | $2,506+79.7% |
| Participant deferral / active EE | $16,212 | $6,690+142.3% | $8,363+93.8% | $4,310+276.1% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |