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 | $7,119 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,703 | $80,211-75.4% | $74,183-73.4% | $63,975-69.2% |
| Participation rate | 89.8% | 84.2%+5.6pp | 76.6%+13.1pp | 71.1%+18.6pp |
| Annual return | 7.77% | 14.13%-6.4pp | 17.74%-10.0pp | 48.65%-40.9pp |
| Employer contribution / active EE | $1,240 | $2,553-51.5% | $2,370-47.7% | $2,182-43.2% |
| Participant deferral / active EE | $1,392 | $4,370-68.1% | $3,550-60.8% | $3,356-58.5% |
| Admin fee / account holder | $7 | $67-89.4% | $5,586-99.9% | $70-89.9% |