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 10-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 | $17,965 |
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 | $44,360 | $101,317-56.2% | $146,958-69.8% | $74,495-40.5% |
| Participation rate | 87.0% | 75.5%+11.5pp | 82.2%+4.9pp | 67.2%+19.8pp |
| Annual return | 20.49% | 8730.91%-8710.4pp | 418.34%-397.9pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $3,452 | $3,810-9.4% | $4,933-30.0% | $2,623+31.6% |
| Participant deferral / active EE | $7,156 | $7,303-2.0% | $8,070-11.3% | $4,346+64.7% |
| Admin fee / account holder | $77 | $1,739-95.6% | $12,998-99.4% | $1,942-96.0% |