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 | $40,737 |
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 | $71,245 | $99,957-28.7% | $149,696-52.4% | $73,488-3.1% |
| Participation rate | 94.8% | 75.7%+19.1pp | 82.5%+12.4pp | 70.7%+24.1pp |
| Annual return | 24.28% | 53.87%-29.6pp | 276.60%-252.3pp | 28.51%-4.2pp |
| Employer contribution / active EE | $5,428 | $3,191+70.1% | $4,644+16.9% | $2,270+139.1% |
| Participant deferral / active EE | $11,617 | $6,073+91.3% | $6,842+69.8% | $3,740+210.7% |
| Admin fee / account holder | $155 | $551-71.8% | $9,309-98.3% | $513-69.7% |