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 3-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 | -$203 |
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 | $24,038 | $129,021-81.4% | $184,203-87.0% | $77,643-69.0% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.8%+5.5pp | 70.6%+21.8pp |
| Annual return | 24.67% | 33.27%-8.6pp | 28.81%-4.1pp | 31.24%-6.6pp |
| Employer contribution / active EE | $3,710 | $4,413-15.9% | $6,427-42.3% | $2,726+36.1% |
| Participant deferral / active EE | $6,290 | $7,297-13.8% | $9,131-31.1% | $4,647+35.3% |
| Admin fee / account holder | -$0 | $254-100.2% | $13,901-100.0% | $430-100.1% |