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 10-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 | $2,266 |
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 | $135,605 | $95,274+42.3% | $135,903-0.2% | $74,419+82.2% |
| Participation rate | 90.0% | 78.2%+11.8pp | 81.9%+8.1pp | 70.7%+19.3pp |
| Annual return | 27.40% | 32.77%-5.4pp | 68.23%-40.8pp | 34.38%-7.0pp |
| Employer contribution / active EE | $4,347 | $3,874+12.2% | $4,856-10.5% | $2,637+64.8% |
| Participant deferral / active EE | $19,382 | $7,782+149.1% | $7,758+149.8% | $4,528+328.0% |
| Admin fee / account holder | $5 | $266-98.2% | $10,762-100.0% | $348-98.7% |