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 5-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 | $41,689 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,730 |
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 | $27,914 | $65,241-57.2% | $126,539-77.9% | $85,563-67.4% |
| Participation rate | 73.8% | 48.6%+25.2pp | 69.8%+4.0pp | 66.0%+7.8pp |
| Annual return | 16.84% | 42.19%-25.4pp | 425.95%-409.1pp | 31.51%-14.7pp |
| Employer contribution / active EE | $1,009 | $1,937-47.9% | $3,674-72.5% | $2,654-62.0% |
| Participant deferral / active EE | $3,205 | $3,032+5.7% | $4,083-21.5% | $4,375-26.8% |
| Admin fee / account holder | $144 | $1,031-86.0% | $6,065-97.6% | $834-82.7% |