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 4-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 | $33,100 |
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 | $57,938 | $79,013-26.7% | $100,391-42.3% | $74,495-22.2% |
| Participation rate | 91.2% | 79.5%+11.7pp | 81.5%+9.7pp | 67.2%+24.0pp |
| Annual return | 17.77% | 20.41%-2.6pp | 49.20%-31.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,033 | $3,021-32.7% | $3,942-48.4% | $2,623-22.5% |
| Participant deferral / active EE | $8,207 | $7,760+5.8% | $8,082+1.6% | $4,346+88.9% |
| Admin fee / account holder | $135 | $1,320-89.8% | $7,899-98.3% | $1,942-93.1% |