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 5-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 | $1,338 |
Employer contribution per participant 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 | $29,982 | $89,282-66.4% | $94,646-68.3% | $74,419-59.7% |
| Participation rate | 88.0% | 82.4%+5.6pp | 80.8%+7.2pp | 70.7%+17.3pp |
| Annual return | 51.98% | 25.96%+26.0pp | 156.71%-104.7pp | 34.38%+17.6pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $12,812 | $8,425+52.1% | $7,418+72.7% | $4,528+182.9% |
| Admin fee / account holder | $52 | $219-76.3% | $7,231-99.3% | $348-85.1% |