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 | $32,575 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $32,262 |
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 | $31,530 | $61,058-48.4% | $71,209-55.7% | $85,563-63.1% |
| Participation rate | 87.9% | 58.6%+29.3pp | 73.8%+14.1pp | 66.0%+21.9pp |
| Annual return | 22.77% | 100.41%-77.6pp | 282.51%-259.7pp | 31.51%-8.7pp |
| Employer contribution / active EE | $1,507 | $2,199-31.5% | $2,721-44.6% | $2,654-43.2% |
| Participant deferral / active EE | $2,970 | $3,173-6.4% | $4,175-28.9% | $4,375-32.1% |
| Admin fee / account holder | $141 | $855-83.5% | $5,349-97.4% | $834-83.1% |