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 | $22,166 |
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 | $69,968 | $80,138-12.7% | $130,231-46.3% | $71,457-2.1% |
| Participation rate | 87.4% | 71.0%+16.4pp | 76.3%+11.1pp | 67.9%+19.5pp |
| Annual return | 36.10% | 16.81%+19.3pp | 38.77%-2.7pp | 28.85%+7.3pp |
| Employer contribution / active EE | $8,296 | $2,834+192.7% | $4,126+101.1% | $2,588+220.6% |
| Participant deferral / active EE | $11,989 | $4,641+158.4% | $6,799+76.4% | $4,289+179.6% |
| Admin fee / account holder | $114 | $1,035-89.0% | $6,020-98.1% | $1,587-92.8% |