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 | $938 |
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 | $87,796 | $69,477+26.4% | $94,646-7.2% | $71,457+22.9% |
| Participation rate | 72.7% | 78.4%-5.7pp | 80.8%-8.1pp | 67.9%+4.8pp |
| Annual return | 74.57% | 29.66%+44.9pp | 156.71%-82.1pp | 28.85%+45.7pp |
| Employer contribution / active EE | $3,034 | $2,853+6.3% | $3,672-17.4% | $2,588+17.2% |
| Participant deferral / active EE | $8,352 | $7,345+13.7% | $7,418+12.6% | $4,289+94.7% |
| Admin fee / account holder | $8 | $1,210-99.3% | $7,231-99.9% | $1,587-99.5% |