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 | $24,518 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,014 | $72,254+67.5% | $86,677+39.6% | $64,808+86.7% |
| Participation rate | 94.3% | 80.4%+13.9pp | 76.6%+17.7pp | 71.5%+22.8pp |
| Annual return | -19.77% | 392.42%-412.2pp | 35.91%-55.7pp | 32.82%-52.6pp |
| Employer contribution / active EE | $3,280 | $2,393+37.1% | $2,836+15.6% | $2,506+30.9% |
| Participant deferral / active EE | $10,209 | $4,658+119.2% | $4,656+119.3% | $4,310+136.8% |
| Admin fee / account holder | $47 | $174-72.8% | $7,493-99.4% | $188-74.8% |