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 | -$4,447 |
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 | $68,040 | $57,281+18.8% | $86,612-21.4% | $75,163-9.5% |
| Participation rate | 98.3% | 63.2%+35.1pp | 71.7%+26.6pp | 67.2%+31.1pp |
| Annual return | 21.03% | 2670.75%-2649.7pp | 591.07%-570.0pp | 160.62%-139.6pp |
| Employer contribution / active EE | $4,289 | $2,314+85.3% | $3,022+41.9% | $2,670+60.7% |
| Participant deferral / active EE | $8,782 | $3,318+164.7% | $4,438+97.9% | $4,125+112.9% |
| Admin fee / account holder | -$30 | $4,112-100.7% | $5,614-100.5% | $5,651-100.5% |