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 | $15,700 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,017 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,440 | $84,936+68.9% | $111,297+28.9% | $79,386+80.7% |
| Participation rate | 94.4% | 75.9%+18.6pp | 77.3%+17.1pp | 70.7%+23.7pp |
| Annual return | 13.64% | 17.45%-3.8pp | 54.65%-41.0pp | 116.85%-103.2pp |
| Employer contribution / active EE | $3,891 | $1,979+96.6% | $2,731+42.5% | $2,427+60.3% |
| Participant deferral / active EE | $6,679 | $3,888+71.8% | $4,487+48.8% | $4,046+65.1% |
| Admin fee / account holder | $87 | $537-83.9% | $7,964-98.9% | $626-86.2% |