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 | $11,769 |
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 | $64,933 | $50,815+27.8% | $155,509-58.2% | $77,643-16.4% |
| Participation rate | 84.6% | 63.1%+21.5pp | 78.2%+6.4pp | 70.6%+14.0pp |
| Annual return | 19.45% | 34.80%-15.4pp | 64.67%-45.2pp | 31.24%-11.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,010 | $2,822+77.5% | $5,626-11.0% | $4,647+7.8% |
| Admin fee / account holder | $36 | $437-91.8% | $15,912-99.8% | $430-91.6% |