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 | $4,594 |
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 | $76,416 | $56,640+34.9% | $80,975-5.6% | $57,658+32.5% |
| Participation rate | 91.1% | 75.9%+15.2pp | 75.8%+15.2pp | 70.2%+20.8pp |
| Annual return | 7.23% | 19.97%-12.7pp | 17.10%-9.9pp | 5.13%+2.1pp |
| Employer contribution / active EE | $3,370 | $2,085+61.6% | $3,714-9.3% | $1,974+70.7% |
| Participant deferral / active EE | $4,690 | $4,944-5.1% | $5,696-17.7% | $3,061+53.2% |
| Admin fee / account holder | $7 | $87-92.3% | $5,516-99.9% | $95-92.9% |