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 | $31,382 |
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 | $174,061 | $100,923+72.5% | $150,045+16.0% | $74,304+134.3% |
| Participation rate | 95.1% | 70.1%+25.1pp | 82.3%+12.8pp | 60.3%+34.8pp |
| Annual return | 17.41% | 51.77%-34.4pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $8,292 | $3,463+139.4% | $4,693+76.7% | $2,241+270.0% |
| Participant deferral / active EE | $12,509 | $6,709+86.4% | $7,997+56.4% | $3,767+232.0% |
| Admin fee / account holder | $150 | $2,767-94.6% | $13,435-98.9% | $2,969-94.9% |