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 6-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 | $18,520 |
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 | $98,696 | $101,317-2.6% | $146,958-32.8% | $74,495+32.5% |
| Participation rate | 83.6% | 75.5%+8.1pp | 82.2%+1.5pp | 67.2%+16.4pp |
| Annual return | 16.15% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $5,138 | $3,810+34.8% | $4,933+4.2% | $2,623+95.9% |
| Participant deferral / active EE | $12,129 | $7,303+66.1% | $8,070+50.3% | $4,346+179.1% |
| Admin fee / account holder | $138 | $1,739-92.1% | $12,998-98.9% | $1,942-92.9% |