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 | $6,691 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,202 | $49,451-47.0% | $79,550-67.1% | $66,914-60.8% |
| Participation rate | 82.9% | 61.3%+21.6pp | 69.5%+13.5pp | 69.8%+13.1pp |
| Annual return | -21.69% | 84.25%-105.9pp | 0.16%-21.9pp | 1.58%-23.3pp |
| Employer contribution / active EE | $1,294 | $1,266+2.2% | $2,413-46.4% | $2,544-49.1% |
| Participant deferral / active EE | $2,303 | $3,159-27.1% | $3,985-42.2% | $4,237-45.6% |
| Admin fee / account holder | $205 | $595-65.5% | $6,832-97.0% | $593-65.4% |