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 | $8,651 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,986 | $70,002+137.1% | $115,037+44.3% | $52,331+217.2% |
| Participation rate | 91.8% | 72.1%+19.7pp | 81.4%+10.4pp | 68.1%+23.7pp |
| Annual return | 2.35% | 4.04%-1.7pp | 26.14%-23.8pp | 4.54%-2.2pp |
| Employer contribution / active EE | $6,835 | $2,715+151.7% | $4,608+48.3% | $1,882+263.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $24 | $566-95.8% | $8,175-99.7% | $592-95.9% |