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 | $9,365 |
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 | $46,850 | $69,477-32.6% | $94,646-50.5% | $71,457-34.4% |
| Participation rate | 88.0% | 78.4%+9.5pp | 80.8%+7.1pp | 67.9%+20.0pp |
| Annual return | 36.26% | 29.66%+6.6pp | 156.71%-120.4pp | 28.85%+7.4pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $13,513 | $7,345+84.0% | $7,418+82.2% | $4,289+215.1% |
| Admin fee / account holder | $94 | $1,210-92.3% | $7,231-98.7% | $1,587-94.1% |