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 | $25,179 |
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 | $66,226 | $78,485-15.6% | $106,213-37.6% | $74,495-11.1% |
| Participation rate | 97.6% | 72.8%+24.8pp | 75.3%+22.3pp | 67.2%+30.4pp |
| Annual return | 18.84% | 15.95%+2.9pp | 116.14%-97.3pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $2,759 | $2,523+9.4% | $3,171-13.0% | $2,623+5.2% |
| Participant deferral / active EE | $4,143 | $4,322-4.1% | $5,016-17.4% | $4,346-4.7% |
| Admin fee / account holder | $176 | $2,232-92.1% | $11,033-98.4% | $1,942-90.9% |