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 7-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 | $65,470 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,780 | $126,111-22.5% | $142,449-31.4% | $80,160+22.0% |
| Participation rate | 89.0% | 87.5%+1.4pp | 76.8%+12.2pp | 72.9%+16.0pp |
| Annual return | 21.28% | 23.39%-2.1pp | 19.99%+1.3pp | 40.38%-19.1pp |
| Employer contribution / active EE | $4,275 | $6,430-33.5% | $4,847-11.8% | $2,978+43.6% |
| Participant deferral / active EE | $9,342 | $7,822+19.4% | $6,283+48.7% | $5,017+86.2% |
| Admin fee / account holder | $61 | $92-34.5% | $10,011-99.4% | $145-58.2% |