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 | $24,978 |
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 | $55,881 | $82,202-32.0% | $125,339-55.4% | $64,808-13.8% |
| Participation rate | 93.7% | 77.9%+15.8pp | 82.4%+11.3pp | 71.5%+22.2pp |
| Annual return | 6.72% | 3.48%+3.2pp | 572.05%-565.3pp | 32.82%-26.1pp |
| Employer contribution / active EE | $4,850 | $3,615+34.1% | $4,814+0.8% | $2,506+93.6% |
| Participant deferral / active EE | $11,261 | $7,175+56.9% | $7,446+51.2% | $4,310+161.2% |
| Admin fee / account holder | $89 | $163-45.7% | $10,010-99.1% | $188-52.8% |