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 | $20,191 |
Form 5500 reported that benefits due were not provided when due.
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 | $45,261 | $42,353+6.9% | $79,550-43.1% | $64,808-30.2% |
| Participation rate | 90.1% | 64.8%+25.4pp | 69.5%+20.6pp | 71.5%+18.7pp |
| Annual return | -16.09% | -12.24%-3.8pp | 0.16%-16.3pp | 32.82%-48.9pp |
| Employer contribution / active EE | $562 | $1,181-52.4% | $2,413-76.7% | $2,506-77.6% |
| Participant deferral / active EE | $4,532 | $3,170+42.9% | $3,985+13.7% | $4,310+5.1% |
| Admin fee / account holder | $17 | $160-89.3% | $6,832-99.8% | $188-90.9% |