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 | $333 |
Participant 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 | $134,618 | $86,929+54.9% | $102,423+31.4% | $80,856+66.5% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.6%+20.6pp |
| Annual return | 20.42% | 18.88%+1.5pp | 29.32%-8.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $12,380 | $2,369+422.5% | $3,023+309.5% | $2,755+349.4% |
| Participant deferral / active EE | $1,696 | $4,118-58.8% | $5,053-66.4% | $4,296-60.5% |
| Admin fee / account holder | $21 | $8,049-99.7% | $9,451-99.8% | $6,918-99.7% |