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 | $14,100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,905 | $55,371+28.1% | $95,585-25.8% | $74,304-4.6% |
| Participation rate | 91.0% | 53.8%+37.2pp | 72.1%+18.9pp | 60.3%+30.7pp |
| Annual return | 23.42% | 24.26%-0.8pp | 38.56%-15.1pp | 29.43%-6.0pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,900 | $2,955+268.8% | $4,023+171.0% | $3,767+189.3% |
| Admin fee / account holder | $43 | $2,620-98.3% | $6,127-99.3% | $2,969-98.5% |