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 | $7,225 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $584,505 | $130,194+348.9% | $169,993+243.8% | $71,457+718.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 14.63% | 20.37%-5.7pp | 53.37%-38.7pp | 28.85%-14.2pp |
| Employer contribution / active EE | $11,405 | $4,381+160.3% | $6,785+68.1% | $2,588+340.8% |
| Participant deferral / active EE | $23,627 | $6,923+241.3% | $10,408+127.0% | $4,289+450.9% |
| Admin fee / account holder | $45 | $966-95.4% | $12,815-99.7% | $1,587-97.2% |