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 4-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 | $7,512 |
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 | $61,816 | $76,050-18.7% | $96,544-36.0% | $71,457-13.5% |
| Participation rate | 92.7% | 74.4%+18.3pp | 76.0%+16.7pp | 67.9%+24.7pp |
| Annual return | 63.27% | 22.81%+40.5pp | 25.84%+37.4pp | 28.85%+34.4pp |
| Employer contribution / active EE | $4,024 | $2,244+79.3% | $2,965+35.7% | $2,588+55.5% |
| Participant deferral / active EE | $8,081 | $4,215+91.7% | $4,851+66.6% | $4,289+88.4% |
| Admin fee / account holder | $39 | $2,707-98.5% | $8,252-99.5% | $1,587-97.5% |