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 | $1,222 |
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 | $37,775 | $75,388-49.9% | $123,544-69.4% | $55,725-32.2% |
| Participation rate | 83.7% | 75.7%+8.0pp | 82.3%+1.4pp | 70.9%+12.9pp |
| Annual return | 0.76% | 4.48%-3.7pp | 119.20%-118.4pp | 244.93%-244.2pp |
| Employer contribution / active EE | $4,605 | $3,063+50.3% | $4,628-0.5% | $2,078+121.6% |
| Participant deferral / active EE | $9,439 | $5,651+67.0% | $6,426+46.9% | $3,356+181.3% |
| Admin fee / account holder | $13 | $120-89.5% | $9,284-99.9% | $115-89.1% |