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 6-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 | $63,047 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,171 |
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 | $19,754 | $45,000-56.1% | $143,757-86.3% | $77,904-74.6% |
| Participation rate | 81.8% | 66.8%+14.9pp | 80.3%+1.5pp | 73.7%+8.1pp |
| Annual return | 6.86% | 29.03%-22.2pp | -0.04%+6.9pp | 12.21%-5.3pp |
| Employer contribution / active EE | $1,825 | $1,870-2.4% | $4,951-63.1% | $2,848-35.9% |
| Participant deferral / active EE | $4,342 | $3,157+37.5% | $5,637-23.0% | $4,806-9.7% |
| Admin fee / account holder | $88 | $98-10.2% | $14,673-99.4% | $133-33.3% |