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 3-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 | $18,195 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $10,287 |
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 | $33,095 | $69,477-52.4% | $94,646-65.0% | $71,457-53.7% |
| Participation rate | 98.0% | 78.4%+19.6pp | 80.8%+17.2pp | 67.9%+30.1pp |
| Annual return | 33.82% | 29.66%+4.2pp | 156.71%-122.9pp | 28.85%+5.0pp |
| Employer contribution / active EE | $3,259 | $2,853+14.2% | $3,672-11.3% | $2,588+25.9% |
| Participant deferral / active EE | $5,816 | $7,345-20.8% | $7,418-21.6% | $4,289+35.6% |
| Admin fee / account holder | $124 | $1,210-89.7% | $7,231-98.3% | $1,587-92.2% |