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 | $12,963 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,455 | $95,274-69.1% | $135,903-78.3% | $74,419-60.4% |
| Participation rate | 92.6% | 78.2%+14.4pp | 81.9%+10.7pp | 70.7%+21.9pp |
| Annual return | 26.76% | 32.77%-6.0pp | 68.23%-41.5pp | 34.38%-7.6pp |
| Employer contribution / active EE | $2,797 | $3,874-27.8% | $4,856-42.4% | $2,637+6.0% |
| Participant deferral / active EE | $5,532 | $7,782-28.9% | $7,758-28.7% | $4,528+22.2% |
| Admin fee / account holder | $32 | $266-87.9% | $10,762-99.7% | $348-90.7% |