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 | $6,864 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,864 | $101,317-59.7% | $146,958-72.2% | $74,495-45.1% |
| Participation rate | 94.8% | 75.5%+19.3pp | 82.2%+12.6pp | 67.2%+27.6pp |
| Annual return | 22.73% | 8730.91%-8708.2pp | 418.34%-395.6pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,692 | $7,303+73.8% | $8,070+57.3% | $4,346+192.1% |
| Admin fee / account holder | $41 | $1,739-97.7% | $12,998-99.7% | $1,942-97.9% |