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 | $46,006 |
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 | $45,754 | $101,317-54.8% | $146,958-68.9% | $74,495-38.6% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 19.96% | 8730.91%-8711.0pp | 418.34%-398.4pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $5,338 | $3,810+40.1% | $4,933+8.2% | $2,623+103.5% |
| Participant deferral / active EE | $10,908 | $7,303+49.4% | $8,070+35.2% | $4,346+151.0% |
| Admin fee / account holder | $185 | $1,739-89.4% | $12,998-98.6% | $1,942-90.5% |