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 | $41,954 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,256 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $14,947 |
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 | $46,691 | $88,890-47.5% | $102,423-54.4% | $77,643-39.9% |
| Participation rate | 55.1% | 80.9%-25.8pp | 76.5%-21.4pp | 70.6%-15.5pp |
| Annual return | 20.31% | 24.98%-4.7pp | 29.32%-9.0pp | 31.24%-10.9pp |
| Employer contribution / active EE | $1,516 | $2,698-43.8% | $3,023-49.9% | $2,726-44.4% |
| Participant deferral / active EE | $2,765 | $5,145-46.3% | $5,053-45.3% | $4,647-40.5% |
| Admin fee / account holder | $208 | $235-11.6% | $9,451-97.8% | $430-51.7% |