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 | $74,360 |
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 | $96,049 | $119,446-19.6% | $150,045-36.0% | $85,563+12.3% |
| Participation rate | 84.5% | 75.4%+9.0pp | 82.3%+2.1pp | 66.0%+18.5pp |
| Annual return | 24.82% | 23.72%+1.1pp | 62.55%-37.7pp | 31.51%-6.7pp |
| Employer contribution / active EE | $6,042 | $4,078+48.2% | $4,693+28.7% | $2,654+127.7% |
| Participant deferral / active EE | $12,602 | $7,985+57.8% | $7,997+57.6% | $4,375+188.0% |
| Admin fee / account holder | $131 | $548-76.1% | $13,435-99.0% | $834-84.3% |