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 | $27,303 |
Service code 55 · EIN 38-2722519 | Other Commissions | $25,697 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,575 | $101,317-68.8% | $146,958-78.5% | $74,495-57.6% |
| Participation rate | 78.3% | 75.5%+2.7pp | 82.2%-3.9pp | 67.2%+11.1pp |
| Annual return | 11.96% | 8730.91%-8718.9pp | 418.34%-406.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,215 | $3,810-41.9% | $4,933-55.1% | $2,623-15.6% |
| Participant deferral / active EE | $3,623 | $7,303-50.4% | $8,070-55.1% | $4,346-16.6% |
| Admin fee / account holder | $131 | $1,739-92.4% | $12,998-99.0% | $1,942-93.2% |