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 | $59,044 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $39,077 |
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 | $39,315 | $94,833-58.5% | $75,696-48.1% | $86,799-54.7% |
| Participation rate | 86.5% | 79.1%+7.4pp | 74.8%+11.7pp | 72.3%+14.2pp |
| Annual return | 20.86% | 16.91%+4.0pp | 104.53%-83.7pp | 97.91%-77.0pp |
| Employer contribution / active EE | $2,848 | $2,904-1.9% | $2,743+3.8% | $2,405+18.4% |
| Participant deferral / active EE | $5,242 | $3,632+44.3% | $3,821+37.2% | $4,131+26.9% |
| Admin fee / account holder | $160 | $109+47.6% | $3,619-95.6% | $170-5.4% |