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 | $375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,616 | $66,813+14.7% | $100,516-23.8% | $73,488+4.3% |
| Participation rate | 82.8% | 77.5%+5.3pp | 79.4%+3.4pp | 70.7%+12.1pp |
| Annual return | 16.84% | 25.70%-8.9pp | 30.89%-14.0pp | 28.51%-11.7pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,738 | $5,883+48.5% | $6,270+39.4% | $3,740+133.7% |
| Admin fee / account holder | $1 | $512-99.7% | $8,081-100.0% | $513-99.7% |