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 | $4,650 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,780 | $95,274-58.2% | $135,903-70.7% | $74,419-46.5% |
| Participation rate | 72.8% | 78.2%-5.4pp | 81.9%-9.1pp | 70.7%+2.0pp |
| Annual return | 19.10% | 32.77%-13.7pp | 68.23%-49.1pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,280 | $3,874-67.0% | $4,856-73.6% | $2,637-51.5% |
| Participant deferral / active EE | $3,066 | $7,782-60.6% | $7,758-60.5% | $4,528-32.3% |
| Admin fee / account holder | $17 | $266-93.6% | $10,762-99.8% | $348-95.1% |