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 | $23,041 |
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 | $82,467 | $79,171+4.2% | $102,423-19.5% | $74,495+10.7% |
| Participation rate | 97.4% | 74.8%+22.6pp | 76.5%+20.9pp | 67.2%+30.2pp |
| Annual return | 18.23% | 54.93%-36.7pp | 29.32%-11.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $7,253 | $2,362+207.0% | $3,023+139.9% | $2,623+176.5% |
| Participant deferral / active EE | $16,387 | $4,415+271.2% | $5,053+224.3% | $4,346+277.1% |
| Admin fee / account holder | $76 | $2,001-96.2% | $9,451-99.2% | $1,942-96.1% |