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 | -$35,646 |
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 | $222,136 | $70,879+213.4% | $189,557+17.2% | $79,386+179.8% |
| Participation rate | 89.1% | 68.0%+21.1pp | 78.4%+10.6pp | 70.7%+18.3pp |
| Annual return | 17.74% | 20.70%-3.0pp | 64.17%-46.4pp | 116.85%-99.1pp |
| Employer contribution / active EE | $2,845 | $1,806+57.5% | $4,412-35.5% | $2,427+17.2% |
| Participant deferral / active EE | $12,428 | $4,081+204.5% | $6,174+101.3% | $4,046+207.2% |
| Admin fee / account holder | -$215 | $647-133.2% | $9,807-102.2% | $626-134.3% |