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 | $36,766 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,084 | $89,808+7.0% | $100,391-4.3% | $77,643+23.8% |
| Participation rate | 83.2% | 81.2%+2.0pp | 81.5%+1.8pp | 70.6%+12.7pp |
| Annual return | 21.86% | 20.62%+1.2pp | 49.20%-27.3pp | 31.24%-9.4pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,849 | $8,284+43.0% | $8,082+46.6% | $4,647+155.0% |
| Admin fee / account holder | $129 | $174-26.0% | $7,899-98.4% | $430-70.0% |