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 | $4,747 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,253 | $49,451-20.6% | $79,550-50.7% | $66,914-41.3% |
| Participation rate | 92.9% | 61.3%+31.6pp | 69.5%+23.4pp | 69.8%+23.1pp |
| Annual return | -14.10% | 84.25%-98.3pp | 0.16%-14.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $395 | $1,266-68.8% | $2,413-83.6% | $2,544-84.5% |
| Participant deferral / active EE | $5,801 | $3,159+83.7% | $3,985+45.6% | $4,237+36.9% |
| Admin fee / account holder | $25 | $595-95.8% | $6,832-99.6% | $593-95.7% |