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 9-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 | $8,336 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,687 | $89,436-38.9% | $164,813-66.8% | $77,643-29.6% |
| Participation rate | 95.4% | 78.6%+16.8pp | 78.6%+16.8pp | 70.6%+24.9pp |
| Annual return | 0.00% | 28.83%-28.8pp | 69.93%-69.9pp | 31.24%-31.2pp |
| Employer contribution / active EE | $1,302 | $2,569-49.3% | $4,341-70.0% | $2,726-52.2% |
| Participant deferral / active EE | $2,046 | $4,897-58.2% | $6,031-66.1% | $4,647-56.0% |
| Admin fee / account holder | $22 | $339-93.6% | $12,690-99.8% | $430-94.9% |