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 | $29,497 |
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 | $50,017 | $52,293-4.4% | $178,490-72.0% | $73,409-31.9% |
| Participation rate | 90.3% | 65.3%+24.9pp | 81.9%+8.4pp | 72.2%+18.1pp |
| Annual return | 16.23% | 34.75%-18.5pp | 151.07%-134.8pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,891 | $1,735+9.0% | $5,011-62.3% | $2,234-15.3% |
| Participant deferral / active EE | $3,620 | $2,332+55.2% | $5,202-30.4% | $3,805-4.9% |
| Admin fee / account holder | $108 | $127-15.3% | $13,984-99.2% | $158-31.7% |