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 | $550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,810 | $102,317-36.7% | $146,958-55.9% | $80,856-19.8% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 14.12% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $541 | $3,713-85.4% | $4,933-89.0% | $2,755-80.3% |
| Participant deferral / active EE | $7,813 | $6,644+17.6% | $8,070-3.2% | $4,296+81.9% |
| Admin fee / account holder | $19 | $7,941-99.8% | $12,998-99.9% | $6,918-99.7% |