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 55 · EIN 41-1486060 | Other Commissions | $42,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,694 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,836 | $69,159-61.2% | $125,175-78.6% | $67,579-60.3% |
| Participation rate | 94.8% | 78.2%+16.6pp | 79.8%+15.1pp | 71.3%+23.6pp |
| Annual return | 25.97% | 27.12%-1.1pp | 43.79%-17.8pp | 378.56%-352.6pp |
| Employer contribution / active EE | $830 | $2,023-59.0% | $3,865-78.5% | $2,148-61.4% |
| Participant deferral / active EE | $4,456 | $3,700+20.5% | $4,937-9.7% | $3,539+25.9% |
| Admin fee / account holder | $14 | $142-90.0% | $9,702-99.9% | $142-90.1% |