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 | $32,752 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $72,233 | $76,050-5.0% | $96,544-25.2% | $71,457+1.1% |
| Participation rate | 88.8% | 74.4%+14.4pp | 76.0%+12.9pp | 67.9%+20.9pp |
| Annual return | 22.30% | 22.81%-0.5pp | 25.84%-3.5pp | 28.85%-6.5pp |
| Employer contribution / active EE | $2,148 | $2,244-4.3% | $2,965-27.6% | $2,588-17.0% |
| Participant deferral / active EE | $6,217 | $4,215+47.5% | $4,851+28.2% | $4,289+45.0% |
| Admin fee / account holder | $167 | $2,707-93.8% | $8,252-98.0% | $1,587-89.5% |