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 | $1,763 |
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 | $84,919 | $91,538-7.2% | $129,995-34.7% | $75,163+13.0% |
| Participation rate | 84.4% | 71.4%+12.9pp | 78.5%+5.9pp | 67.2%+17.2pp |
| Annual return | 19.78% | -631.11%+650.9pp | -137.18%+157.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $826 | $2,845-71.0% | $4,320-80.9% | $2,670-69.1% |
| Participant deferral / active EE | $5,102 | $4,341+17.5% | $5,820-12.3% | $4,125+23.7% |
| Admin fee / account holder | $22 | $6,790-99.7% | $10,614-99.8% | $5,651-99.6% |