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 | $11,217 |
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 | $58,508 | $63,924-8.5% | $108,579-46.1% | $55,167+6.1% |
| Participation rate | 71.8% | 74.3%-2.5pp | 79.6%-7.8pp | 69.0%+2.8pp |
| Annual return | 7.37% | 15.31%-7.9pp | -51.70%+59.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $964 | $1,879-48.7% | $3,758-74.4% | $1,963-50.9% |
| Participant deferral / active EE | $2,326 | $3,067-24.1% | $4,311-46.0% | $3,054-23.8% |
| Admin fee / account holder | $70 | $618-88.6% | $7,645-99.1% | $504-86.1% |