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 | $43,125 |
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 | $59,266 | $70,115-15.5% | $70,515-16.0% | $80,160-26.1% |
| Participation rate | 88.5% | 71.7%+16.9pp | 68.3%+20.2pp | 72.9%+15.6pp |
| Annual return | 19.42% | 134.51%-115.1pp | 32.77%-13.3pp | 40.38%-21.0pp |
| Employer contribution / active EE | $2,255 | $3,021-25.4% | $2,973-24.2% | $2,978-24.3% |
| Participant deferral / active EE | $5,072 | $4,495+12.8% | $4,567+11.1% | $5,017+1.1% |
| Admin fee / account holder | $20 | $112-82.0% | $6,412-99.7% | $145-86.1% |