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 | $20,122 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,883 | $88,083-71.8% | $164,813-84.9% | $74,495-66.6% |
| Participation rate | 77.4% | 73.0%+4.4pp | 78.6%-1.2pp | 67.2%+10.2pp |
| Annual return | 12.85% | 17.26%-4.4pp | 69.93%-57.1pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,111 | $2,593-57.2% | $4,341-74.4% | $2,623-57.6% |
| Participant deferral / active EE | $2,552 | $4,498-43.3% | $6,031-57.7% | $4,346-41.3% |
| Admin fee / account holder | $105 | $2,234-95.3% | $12,690-99.2% | $1,942-94.6% |