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 | $9,206 |
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 | $37,422 | $72,254-48.2% | $86,677-56.8% | $64,808-42.3% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.6%+18.1pp | 71.5%+23.3pp |
| Annual return | -11.41% | 392.42%-403.8pp | 35.91%-47.3pp | 32.82%-44.2pp |
| Employer contribution / active EE | $1,638 | $2,393-31.5% | $2,836-42.2% | $2,506-34.6% |
| Participant deferral / active EE | $2,352 | $4,658-49.5% | $4,656-49.5% | $4,310-45.4% |
| Admin fee / account holder | $18 | $174-89.7% | $7,493-99.8% | $188-90.5% |