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 | $39,359 |
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 | $62,093 | $89,282-30.5% | $94,646-34.4% | $74,419-16.6% |
| Participation rate | 96.0% | 82.4%+13.5pp | 80.8%+15.1pp | 70.7%+25.2pp |
| Annual return | 21.18% | 25.96%-4.8pp | 156.71%-135.5pp | 34.38%-13.2pp |
| Employer contribution / active EE | $2,744 | $3,022-9.2% | $3,672-25.3% | $2,637+4.0% |
| Participant deferral / active EE | $5,149 | $8,425-38.9% | $7,418-30.6% | $4,528+13.7% |
| Admin fee / account holder | $40 | $219-81.5% | $7,231-99.4% | $348-88.4% |