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 8-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 | $5,331 |
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 | $96,478 | $145,877-33.9% | $150,045-35.7% | $102,872-6.2% |
| Participation rate | 86.6% | 79.8%+6.7pp | 82.3%+4.2pp | 73.0%+13.5pp |
| Annual return | 22.87% | 21.37%+1.5pp | 62.55%-39.7pp | 19.06%+3.8pp |
| Employer contribution / active EE | $4,459 | $4,710-5.3% | $4,693-5.0% | $3,526+26.4% |
| Participant deferral / active EE | $11,606 | $9,491+22.3% | $7,997+45.1% | $5,535+109.7% |
| Admin fee / account holder | $4 | $176-97.9% | $13,435-100.0% | $292-98.7% |