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 | $1,525 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,110 | $71,516-63.5% | $98,439-73.5% | $71,457-63.5% |
| Participation rate | 77.7% | 72.7%+5.0pp | 75.2%+2.5pp | 67.9%+9.8pp |
| Annual return | 15.10% | 32.41%-17.3pp | 21.16%-6.1pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,377 | $2,399-42.6% | $3,048-54.8% | $2,588-46.8% |
| Participant deferral / active EE | $2,225 | $4,109-45.8% | $4,738-53.0% | $4,289-48.1% |
| Admin fee / account holder | $18 | $1,675-98.9% | $8,948-99.8% | $1,587-98.9% |