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 10-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 | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,340 | $331,159-42.5% | $112,887+68.6% | $74,419+155.8% |
| Participation rate | 59.1% | 81.4%-22.3pp | 80.5%-21.4pp | 70.7%-11.7pp |
| Annual return | 20.70% | 21.62%-0.9pp | 34.10%-13.4pp | 34.38%-13.7pp |
| Employer contribution / active EE | $4,138 | $5,469-24.3% | $4,563-9.3% | $2,637+56.9% |
| Participant deferral / active EE | $5,659 | $8,097-30.1% | $6,513-13.1% | $4,528+25.0% |
| Admin fee / account holder | $4 | $281-98.6% | $7,047-99.9% | $348-98.8% |