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 9-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 | $13,914 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,274 | $63,321-75.9% | $68,791-77.8% | $77,904-80.4% |
| Participation rate | 80.0% | 71.1%+8.9pp | 69.0%+10.9pp | 73.7%+6.3pp |
| Annual return | -17.70% | -6.50%-11.2pp | -6.38%-11.3pp | 12.21%-29.9pp |
| Employer contribution / active EE | $1,164 | $2,794-58.3% | $2,655-56.1% | $2,848-59.1% |
| Participant deferral / active EE | $4,272 | $4,029+6.0% | $3,941+8.4% | $4,806-11.1% |
| Admin fee / account holder | $9 | $104-91.5% | $4,932-99.8% | $133-93.3% |