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 | $1,513 |
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 | $40,556 | $46,297-12.4% | $71,671-43.4% | $62,292-34.9% |
| Participation rate | 80.3% | 60.6%+19.6pp | 68.7%+11.5pp | 69.5%+10.7pp |
| Annual return | 17.37% | 22.32%-5.0pp | 20.65%-3.3pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,214 | $1,412-14.0% | $2,460-50.6% | $2,042-40.5% |
| Participant deferral / active EE | $2,754 | $2,235+23.2% | $3,438-19.9% | $3,169-13.1% |
| Admin fee / account holder | $7 | $461-98.4% | $5,558-99.9% | $479-98.4% |