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 | $7,550 |
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 | $51,149 | $66,813-23.4% | $100,516-49.1% | $73,488-30.4% |
| Participation rate | 97.9% | 77.5%+20.4pp | 79.4%+18.5pp | 70.7%+27.2pp |
| Annual return | 19.44% | 25.70%-6.3pp | 30.89%-11.4pp | 28.51%-9.1pp |
| Employer contribution / active EE | $3,349 | $2,147+56.0% | $3,418-2.0% | $2,270+47.5% |
| Participant deferral / active EE | $9,409 | $5,883+59.9% | $6,270+50.1% | $3,740+151.6% |
| Admin fee / account holder | $30 | $512-94.1% | $8,081-99.6% | $513-94.1% |