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 | $115,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,783 | $50,815-55.2% | $155,509-85.3% | $77,643-70.7% |
| Participation rate | 91.9% | 63.1%+28.8pp | 78.2%+13.7pp | 70.6%+21.3pp |
| Annual return | 19.48% | 34.80%-15.3pp | 64.67%-45.2pp | 31.24%-11.8pp |
| Employer contribution / active EE | $12 | $1,993-99.4% | $4,672-99.7% | $2,726-99.5% |
| Participant deferral / active EE | $9,410 | $2,822+233.4% | $5,626+67.3% | $4,647+102.5% |
| Admin fee / account holder | $95 | $437-78.2% | $15,912-99.4% | $430-77.8% |