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 7-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 | $54,902 |
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 | $106,561 | $95,274+11.8% | $135,903-21.6% | $74,419+43.2% |
| Participation rate | 94.3% | 78.2%+16.2pp | 81.9%+12.4pp | 70.7%+23.6pp |
| Annual return | 25.41% | 32.77%-7.4pp | 68.23%-42.8pp | 34.38%-9.0pp |
| Employer contribution / active EE | $8,410 | $3,874+117.1% | $4,856+73.2% | $2,637+218.9% |
| Participant deferral / active EE | $17,747 | $7,782+128.0% | $7,758+128.8% | $4,528+291.9% |
| Admin fee / account holder | $149 | $266-44.1% | $10,762-98.6% | $348-57.2% |