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 3-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 | $25,842 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,765 | $40,385-41.2% | $80,569-70.5% | $74,419-68.1% |
| Participation rate | 54.3% | 47.4%+6.9pp | 67.0%-12.7pp | 70.7%-16.4pp |
| Annual return | 58.50% | 164.85%-106.4pp | 935.43%-876.9pp | 34.38%+24.1pp |
| Employer contribution / active EE | $1,059 | $1,496-29.2% | $2,723-61.1% | $2,637-59.9% |
| Participant deferral / active EE | $2,740 | $2,674+2.5% | $4,447-38.4% | $4,528-39.5% |
| Admin fee / account holder | $177 | $720-75.4% | $5,377-96.7% | $348-49.2% |