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 | -$56,207 |
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 | $94,898 | $185,342-48.8% | $111,297-14.7% | $86,799+9.3% |
| Participation rate | 92.6% | 81.0%+11.7pp | 77.3%+15.3pp | 72.3%+20.4pp |
| Annual return | 17.18% | 500.80%-483.6pp | 54.65%-37.5pp | 97.91%-80.7pp |
| Employer contribution / active EE | $3,256 | $2,246+45.0% | $2,731+19.2% | $2,405+35.4% |
| Participant deferral / active EE | $6,812 | $4,458+52.8% | $4,487+51.8% | $4,131+64.9% |
| Admin fee / account holder | -$66 | $255-125.7% | $7,964-100.8% | $170-138.8% |