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 | $3,464 |
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 | $35,464 | $131,799-73.1% | $200,582-82.3% | $85,563-58.6% |
| Participation rate | 93.6% | 87.9%+5.7pp | 86.9%+6.7pp | 66.0%+27.7pp |
| Annual return | 29.66% | 21.59%+8.1pp | 42.33%-12.7pp | 31.51%-1.9pp |
| Employer contribution / active EE | $4,386 | $4,532-3.2% | $6,419-31.7% | $2,654+65.3% |
| Participant deferral / active EE | $7,485 | $7,702-2.8% | $9,331-19.8% | $4,375+71.1% |
| Admin fee / account holder | $8 | $235-96.7% | $16,305-100.0% | $834-99.1% |