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 | $33,102 |
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 | $104,909 | $55,415+89.3% | $155,509-32.5% | $74,495+40.8% |
| Participation rate | 87.9% | 61.9%+26.0pp | 78.2%+9.7pp | 67.2%+20.7pp |
| Annual return | 14.69% | 268.50%-253.8pp | 64.67%-50.0pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,019 | $2,267+33.2% | $4,672-35.4% | $2,623+15.1% |
| Participant deferral / active EE | $10,659 | $2,836+275.8% | $5,626+89.5% | $4,346+145.3% |
| Admin fee / account holder | $156 | $1,738-91.0% | $15,912-99.0% | $1,942-92.0% |