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 | $536,994 |
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 | $51,243 | $106,087-51.7% | $86,677-40.9% | $78,044-34.3% |
| Participation rate | 98.2% | 89.6%+8.6pp | 76.6%+21.6pp | 74.4%+23.7pp |
| Annual return | -15.71% | -14.87%-0.8pp | 35.91%-51.6pp | 10.87%-26.6pp |
| Employer contribution / active EE | $3,220 | $4,110-21.7% | $2,836+13.5% | $3,125+3.1% |
| Participant deferral / active EE | $4,335 | $6,851-36.7% | $4,656-6.9% | $5,084-14.7% |
| Admin fee / account holder | $66 | $81-18.3% | $7,493-99.1% | $79-15.9% |