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 | $6,593 |
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 | $164,177 | $80,753+103.3% | $136,294+20.5% | $62,292+163.6% |
| Participation rate | 95.7% | 73.5%+22.1pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 17.99% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $6,458 | $2,884+124.0% | $4,695+37.5% | $2,042+216.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $18 | $525-96.5% | $9,243-99.8% | $479-96.2% |