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 55 · EIN 86-0588303 | Other Commissions | $49,247 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $153,950 | $86,655+77.7% | $119,609+28.7% | $66,914+130.1% |
| Participation rate | 69.0% | 75.6%-6.6pp | 79.3%-10.3pp | 69.8%-0.8pp |
| Annual return | -14.32% | -8.00%-6.3pp | -14.97%+0.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,983 | $2,536+17.6% | $4,232-29.5% | $2,544+17.2% |
| Participant deferral / active EE | $6,636 | $4,358+52.3% | $5,602+18.5% | $4,237+56.6% |
| Admin fee / account holder | $8 | $755-99.0% | $10,323-99.9% | $593-98.7% |