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 5-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 | $1,094 |
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 | $75,594 | $78,485-3.7% | $106,213-28.8% | $74,495+1.5% |
| Participation rate | 79.5% | 72.8%+6.7pp | 75.3%+4.3pp | 67.2%+12.3pp |
| Annual return | 19.48% | 15.95%+3.5pp | 116.14%-96.7pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $6,008 | $2,523+138.1% | $3,171+89.4% | $2,623+129.0% |
| Participant deferral / active EE | $12,820 | $4,322+196.6% | $5,016+155.6% | $4,346+195.0% |
| Admin fee / account holder | $20 | $2,232-99.1% | $11,033-99.8% | $1,942-99.0% |