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 | $35,457 |
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 | $73,285 | $88,890-17.6% | $102,423-28.4% | $77,643-5.6% |
| Participation rate | 70.2% | 80.9%-10.7pp | 76.5%-6.3pp | 70.6%-0.4pp |
| Annual return | 16.11% | 24.98%-8.9pp | 29.32%-13.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $2,379 | $2,698-11.8% | $3,023-21.3% | $2,726-12.7% |
| Participant deferral / active EE | $4,961 | $5,145-3.6% | $5,053-1.8% | $4,647+6.7% |
| Admin fee / account holder | $100 | $235-57.7% | $9,451-98.9% | $430-76.9% |