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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,736 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,209 | $87,870-20.1% | $113,168-38.0% | $74,304-5.5% |
| Participation rate | 84.5% | 70.7%+13.8pp | 76.6%+7.9pp | 60.3%+24.2pp |
| Annual return | 19.45% | 26.44%-7.0pp | 24.27%-4.8pp | 29.43%-10.0pp |
| Employer contribution / active EE | $697 | $2,277-69.4% | $2,975-76.6% | $2,241-68.9% |
| Participant deferral / active EE | $3,589 | $4,241-15.4% | $5,107-29.7% | $3,767-4.7% |
| Admin fee / account holder | $115 | $3,368-96.6% | $12,068-99.1% | $2,969-96.1% |