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 | $574,779 |
Filed as: INVESTMENT RESEARCH & ADV GRP Service code 27 · EIN 58-1989031 | Advisory (Plan) | $53,544 |
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 | $83,375 | $89,497-6.8% | $70,092+19.0% | $78,044+6.8% |
| Participation rate | 87.7% | 79.9%+7.7pp | 70.5%+17.2pp | 74.4%+13.2pp |
| Annual return | -14.85% | -12.39%-2.5pp | 190.73%-205.6pp | 10.87%-25.7pp |
| Employer contribution / active EE | $1,960 | $3,152-37.8% | $2,559-23.4% | $3,125-37.3% |
| Participant deferral / active EE | $5,353 | $4,564+17.3% | $3,849+39.1% | $5,084+5.3% |
| Admin fee / account holder | $68 | $78-12.2% | $6,267-98.9% | $79-13.5% |