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 | -$25,450 |
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 | $91,172 | $62,543+45.8% | $83,333+9.4% | $55,725+63.6% |
| Participation rate | 97.6% | 78.4%+19.2pp | 77.8%+19.8pp | 70.9%+26.7pp |
| Annual return | -5.76% | 14.85%-20.6pp | 10.63%-16.4pp | 244.93%-250.7pp |
| Employer contribution / active EE | $4,883 | $2,427+101.2% | $3,379+44.5% | $2,078+135.0% |
| Participant deferral / active EE | $7,333 | $5,682+29.0% | $5,565+31.8% | $3,356+118.5% |
| Admin fee / account holder | -$21 | $103-120.3% | $7,510-100.3% | $115-118.2% |