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 3-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 | -$6,461 |
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 | $138,014 | $102,317+34.9% | $146,958-6.1% | $80,856+70.7% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 18.36% | 134.76%-116.4pp | 418.34%-400.0pp | 35.59%-17.2pp |
| Employer contribution / active EE | $5,354 | $3,713+44.2% | $4,933+8.5% | $2,755+94.4% |
| Participant deferral / active EE | $7,431 | $6,644+11.9% | $8,070-7.9% | $4,296+73.0% |
| Admin fee / account holder | -$37 | $7,941-100.5% | $12,998-100.3% | $6,918-100.5% |