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 | $8,860 |
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 | $89,453 | $129,021-30.7% | $184,203-51.4% | $77,643+15.2% |
| Participation rate | 91.6% | 87.3%+4.3pp | 86.8%+4.8pp | 70.6%+21.0pp |
| Annual return | 18.30% | 33.27%-15.0pp | 28.81%-10.5pp | 31.24%-12.9pp |
| Employer contribution / active EE | $2,859 | $4,413-35.2% | $6,427-55.5% | $2,726+4.9% |
| Participant deferral / active EE | $11,611 | $7,297+59.1% | $9,131+27.2% | $4,647+149.8% |
| Admin fee / account holder | $10 | $254-96.1% | $13,901-99.9% | $430-97.7% |