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 | $43,966 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $29,167 |
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 | $51,465 | $59,623-13.7% | $95,585-46.2% | $85,563-39.9% |
| Participation rate | 96.1% | 57.2%+38.8pp | 72.1%+24.0pp | 66.0%+30.1pp |
| Annual return | 21.78% | 18.22%+3.6pp | 38.56%-16.8pp | 31.51%-9.7pp |
| Employer contribution / active EE | $3,971 | $1,669+137.8% | $2,527+57.2% | $2,654+49.6% |
| Participant deferral / active EE | $13,395 | $3,357+299.0% | $4,023+233.0% | $4,375+206.2% |
| Admin fee / account holder | $95 | $650-85.3% | $6,127-98.4% | $834-88.6% |