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 8-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 | $43,636 |
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 | $132,604 | $92,055+44.0% | $106,213+24.8% | $77,643+70.8% |
| Participation rate | 96.7% | 81.0%+15.7pp | 75.3%+21.4pp | 70.6%+26.1pp |
| Annual return | 19.84% | 17.91%+1.9pp | 116.14%-96.3pp | 31.24%-11.4pp |
| Employer contribution / active EE | $5,839 | $3,367+73.4% | $3,171+84.1% | $2,726+114.2% |
| Participant deferral / active EE | $12,778 | $5,386+137.3% | $5,016+154.7% | $4,647+174.9% |
| Admin fee / account holder | $47 | $219-78.6% | $11,033-99.6% | $430-89.1% |