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 | $6,153 |
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 | $53,561 | $81,908-34.6% | $90,749-41.0% | $64,808-17.4% |
| Participation rate | 88.5% | 80.5%+8.0pp | 75.7%+12.8pp | 71.5%+17.0pp |
| Annual return | -15.13% | -12.53%-2.6pp | -12.16%-3.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,487 | $3,065-51.5% | $2,921-49.1% | $2,506-40.6% |
| Participant deferral / active EE | $4,797 | $4,840-0.9% | $4,564+5.1% | $4,310+11.3% |
| Admin fee / account holder | $28 | $157-82.4% | $8,445-99.7% | $188-85.3% |