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 6-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 | $14,783 |
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 | $163,562 | $122,239+33.8% | $184,203-11.2% | $74,495+119.6% |
| Participation rate | 84.9% | 85.5%-0.6pp | 86.8%-1.9pp | 67.2%+17.7pp |
| Annual return | 16.02% | 19.95%-3.9pp | 28.81%-12.8pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $2,475 | $4,537-45.5% | $6,427-61.5% | $2,623-5.6% |
| Participant deferral / active EE | $5,280 | $7,139-26.0% | $9,131-42.2% | $4,346+21.5% |
| Admin fee / account holder | $127 | $1,260-89.9% | $13,901-99.1% | $1,942-93.5% |