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 | $54,496 |
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 | $54,511 | $78,781-30.8% | $100,516-45.8% | $73,409-25.7% |
| Participation rate | 83.3% | 80.0%+3.2pp | 79.4%+3.9pp | 72.2%+11.1pp |
| Annual return | 29.42% | 31.69%-2.3pp | 30.89%-1.5pp | 59.29%-29.9pp |
| Employer contribution / active EE | $2,445 | $2,420+1.1% | $3,418-28.4% | $2,234+9.5% |
| Participant deferral / active EE | $5,966 | $6,537-8.7% | $6,270-4.8% | $3,805+56.8% |
| Admin fee / account holder | $73 | $145-49.5% | $8,081-99.1% | $158-53.5% |