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 | $1,325 |
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 | $57,965 | $84,487-31.4% | $125,339-53.8% | $66,914-13.4% |
| Participation rate | 95.2% | 76.4%+18.8pp | 82.4%+12.8pp | 69.8%+25.4pp |
| Annual return | -15.80% | -8.39%-7.4pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $8,930 | $3,553+151.3% | $4,814+85.5% | $2,544+251.0% |
| Participant deferral / active EE | $11,014 | $6,781+62.4% | $7,446+47.9% | $4,237+160.0% |
| Admin fee / account holder | $5 | $685-99.3% | $10,010-100.0% | $593-99.2% |