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 | $3,039 |
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 | $107,218 | $50,199+113.6% | $70,092+53.0% | $66,914+60.2% |
| Participation rate | 91.4% | 66.3%+25.1pp | 70.5%+20.9pp | 69.8%+21.6pp |
| Annual return | -15.55% | -13.85%-1.7pp | 190.73%-206.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $5,016 | $1,864+169.1% | $2,559+96.0% | $2,544+97.1% |
| Participant deferral / active EE | $9,732 | $3,112+212.7% | $3,849+152.9% | $4,237+129.7% |
| Admin fee / account holder | $9 | $600-98.5% | $6,267-99.9% | $593-98.4% |