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 4-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 | -$1,201 |
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 | $101,094 | $106,028-4.7% | $146,958-31.2% | $77,643+30.2% |
| Participation rate | 90.5% | 78.4%+12.1pp | 82.2%+8.3pp | 70.6%+19.9pp |
| Annual return | 25.60% | 56.73%-31.1pp | 418.34%-392.7pp | 31.24%-5.6pp |
| Employer contribution / active EE | $13,294 | $4,063+227.2% | $4,933+169.5% | $2,726+387.7% |
| Participant deferral / active EE | $18,777 | $7,990+135.0% | $8,070+132.7% | $4,647+304.1% |
| Admin fee / account holder | $26 | $337-92.3% | $12,998-99.8% | $430-94.0% |