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 | $1,345 |
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 | $47,860 | $74,927-36.1% | $101,794-53.0% | $84,808-43.6% |
| Participation rate | 93.6% | 61.4%+32.2pp | 69.2%+24.4pp | 68.3%+25.3pp |
| Annual return | 19.91% | 18.70%+1.2pp | 30.53%-10.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $4,696 | $1,522+208.6% | $2,289+105.2% | $2,631+78.5% |
| Participant deferral / active EE | $13,635 | $3,099+340.0% | $4,084+233.9% | $4,212+223.7% |
| Admin fee / account holder | $30 | $6,514-99.5% | $8,777-99.7% | $7,344-99.6% |