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 8-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 | $21,542 |
Service code 55 · EIN 38-2722519 | Other Commissions | $17,903 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,587 | $91,407-70.9% | $135,903-80.4% | $71,457-62.8% |
| Participation rate | 88.3% | 75.7%+12.6pp | 81.9%+6.4pp | 67.9%+20.3pp |
| Annual return | 18.26% | 29.90%-11.6pp | 68.23%-50.0pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,175 | $3,703-41.3% | $4,856-55.2% | $2,588-15.9% |
| Participant deferral / active EE | $3,830 | $7,092-46.0% | $7,758-50.6% | $4,289-10.7% |
| Admin fee / account holder | $111 | $1,266-91.2% | $10,762-99.0% | $1,587-93.0% |