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 | $37,319 |
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 | $50,213 | $63,321-20.7% | $68,791-27.0% | $77,904-35.5% |
| Participation rate | 85.9% | 71.1%+14.8pp | 69.0%+16.9pp | 73.7%+12.2pp |
| Annual return | -16.88% | -6.50%-10.4pp | -6.38%-10.5pp | 12.21%-29.1pp |
| Employer contribution / active EE | $2,003 | $2,794-28.3% | $2,655-24.5% | $2,848-29.6% |
| Participant deferral / active EE | $4,483 | $4,029+11.3% | $3,941+13.8% | $4,806-6.7% |
| Admin fee / account holder | $18 | $104-82.9% | $4,932-99.6% | $133-86.5% |