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 | $44,720 |
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 | $202,789 | $71,516+183.6% | $98,439+106.0% | $71,457+183.8% |
| Participation rate | 97.2% | 72.7%+24.5pp | 75.2%+22.0pp | 67.9%+29.3pp |
| Annual return | 22.31% | 32.41%-10.1pp | 21.16%+1.2pp | 28.85%-6.5pp |
| Employer contribution / active EE | $6,103 | $2,399+154.4% | $3,048+100.2% | $2,588+135.9% |
| Participant deferral / active EE | $14,110 | $4,109+243.4% | $4,738+197.8% | $4,289+229.0% |
| Admin fee / account holder | $167 | $1,675-90.0% | $8,948-98.1% | $1,587-89.5% |