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 5-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 | $5,001 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,867 | $62,327-81.0% | $120,354-90.1% | $74,495-84.1% |
| Participation rate | 72.6% | 56.8%+15.8pp | 71.9%+0.7pp | 67.2%+5.4pp |
| Annual return | 12.17% | 18.61%-6.4pp | 107.15%-95.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,338 | $1,843+26.9% | $3,463-32.5% | $2,623-10.9% |
| Participant deferral / active EE | $3,141 | $2,893+8.6% | $4,991-37.1% | $4,346-27.7% |
| Admin fee / account holder | $7 | $2,396-99.7% | $9,423-99.9% | $1,942-99.6% |