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 | -$80,353 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,635 | $84,784+56.4% | $98,439+34.7% | $74,419+78.2% |
| Participation rate | 92.7% | 81.5%+11.2pp | 75.2%+17.5pp | 70.7%+22.0pp |
| Annual return | 20.02% | 20.59%-0.6pp | 21.16%-1.1pp | 34.38%-14.4pp |
| Employer contribution / active EE | $3,428 | $3,364+1.9% | $3,048+12.5% | $2,637+30.0% |
| Participant deferral / active EE | $9,826 | $5,218+88.3% | $4,738+107.4% | $4,528+117.0% |
| Admin fee / account holder | -$76 | $204-137.2% | $8,948-100.9% | $348-121.9% |