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 | $1,313 |
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 | $45,193 | $59,417-23.9% | $93,606-51.7% | $74,495-39.3% |
| Participation rate | 94.0% | 59.7%+34.4pp | 68.7%+25.3pp | 67.2%+26.8pp |
| Annual return | 15.86% | 81.83%-66.0pp | 133.20%-117.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,522 | $1,264+20.4% | $2,420-37.1% | $2,623-42.0% |
| Participant deferral / active EE | $4,201 | $3,050+37.7% | $4,411-4.8% | $4,346-3.3% |
| Admin fee / account holder | $11 | $3,021-99.6% | $8,285-99.9% | $1,942-99.4% |