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 | $1,646 |
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 | $197,865 | $89,652+120.7% | $141,162+40.2% | $65,185+203.5% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.5%+12.4pp | 70.2%+24.7pp |
| Annual return | 21.48% | 32.79%-11.3pp | 71.39%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $7,516 | $3,065+145.2% | $4,735+58.7% | $2,177+245.3% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $8 | $569-98.5% | $10,261-99.9% | $847-99.0% |