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 | $6,138 |
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 | $50,919 | $50,815+0.2% | $155,509-67.3% | $77,643-34.4% |
| Participation rate | 95.9% | 63.1%+32.8pp | 78.2%+17.7pp | 70.6%+25.3pp |
| Annual return | 15.88% | 34.80%-18.9pp | 64.67%-48.8pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,569 | $1,993+28.9% | $4,672-45.0% | $2,726-5.8% |
| Participant deferral / active EE | $4,035 | $2,822+43.0% | $5,626-28.3% | $4,647-13.2% |
| Admin fee / account holder | $18 | $437-95.8% | $15,912-99.9% | $430-95.8% |