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 | $500 |
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 | $107,410 | $79,013+35.9% | $100,391+7.0% | $74,495+44.2% |
| Participation rate | 86.2% | 79.5%+6.7pp | 81.5%+4.7pp | 67.2%+19.0pp |
| Annual return | 18.34% | 20.41%-2.1pp | 49.20%-30.9pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $3,518 | $3,021+16.4% | $3,942-10.7% | $2,623+34.1% |
| Participant deferral / active EE | $8,617 | $7,760+11.0% | $8,082+6.6% | $4,346+98.3% |
| Admin fee / account holder | $9 | $1,320-99.3% | $7,899-99.9% | $1,942-99.5% |