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 | $1,432 |
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 | $109,878 | $44,764+145.5% | $68,791+59.7% | $64,808+69.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -16.08% | -10.91%-5.2pp | -6.38%-9.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,883 | $1,775+62.4% | $2,655+8.6% | $2,506+15.1% |
| Participant deferral / active EE | $5,856 | $3,238+80.8% | $3,941+48.6% | $4,310+35.9% |
| Admin fee / account holder | $109 | $151-28.2% | $4,932-97.8% | $188-42.2% |