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 | $5,050 |
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 | $78,177 | $55,182+41.7% | $73,307+6.6% | $55,191+41.6% |
| Participation rate | 95.2% | 73.9%+21.3pp | 74.9%+20.3pp | 69.2%+26.1pp |
| Annual return | 2.05% | 8.55%-6.5pp | 5.67%-3.6pp | 10.78%-8.7pp |
| Employer contribution / active EE | $4,127 | $1,935+113.3% | $3,237+27.5% | $1,899+117.3% |
| Participant deferral / active EE | $5,557 | $4,641+19.7% | $4,991+11.3% | $3,046+82.4% |
| Admin fee / account holder | $8 | $68-88.0% | $5,637-99.9% | $91-91.0% |