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 10-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 | $31,997 |
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 | $24,816 | $84,784-70.7% | $98,439-74.8% | $74,419-66.7% |
| Participation rate | 89.9% | 81.5%+8.4pp | 75.2%+14.8pp | 70.7%+19.2pp |
| Annual return | 36.07% | 20.59%+15.5pp | 21.16%+14.9pp | 34.38%+1.7pp |
| Employer contribution / active EE | $1,586 | $3,364-52.9% | $3,048-48.0% | $2,637-39.9% |
| Participant deferral / active EE | $3,301 | $5,218-36.7% | $4,738-30.3% | $4,528-27.1% |
| Admin fee / account holder | $87 | $204-57.6% | $8,948-99.0% | $348-75.1% |