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 | -$31,426 |
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 | $133,090 | $100,227+32.8% | $169,993-21.7% | $74,419+78.8% |
| Participation rate | 91.6% | 87.3%+4.3pp | 87.0%+4.6pp | 70.7%+20.9pp |
| Annual return | 32.32% | 66.08%-33.8pp | 53.37%-21.1pp | 34.38%-2.1pp |
| Employer contribution / active EE | $5,634 | $4,263+32.2% | $6,785-17.0% | $2,637+113.6% |
| Participant deferral / active EE | $20,730 | $7,143+190.2% | $10,408+99.2% | $4,528+357.8% |
| Admin fee / account holder | -$79 | $234-133.7% | $12,815-100.6% | $348-122.7% |