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 39-6040276 | Loan Processing | $1,710 |
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 | $42,404 | $49,451-14.3% | $79,550-46.7% | $66,914-36.6% |
| Participation rate | 75.7% | 61.3%+14.4pp | 69.5%+6.2pp | 69.8%+5.9pp |
| Annual return | -6.86% | 84.25%-91.1pp | 0.16%-7.0pp | 1.58%-8.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,854 | $3,159+22.0% | $3,985-3.3% | $4,237-9.0% |
| Admin fee / account holder | $49 | $595-91.8% | $6,832-99.3% | $593-91.8% |