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 | $625 |
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 | $81,792 | $84,487-3.2% | $125,339-34.7% | $66,914+22.2% |
| Participation rate | 99.1% | 76.4%+22.7pp | 82.4%+16.7pp | 69.8%+29.3pp |
| Annual return | -12.54% | -8.39%-4.1pp | 572.05%-584.6pp | 1.58%-14.1pp |
| Employer contribution / active EE | $2,473 | $3,553-30.4% | $4,814-48.6% | $2,544-2.8% |
| Participant deferral / active EE | $9,204 | $6,781+35.7% | $7,446+23.6% | $4,237+117.2% |
| Admin fee / account holder | $4 | $685-99.4% | $10,010-100.0% | $593-99.3% |