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 | -$34,310 |
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 | $139,885 | $78,781+77.6% | $100,516+39.2% | $73,409+90.6% |
| Participation rate | 99.1% | 80.0%+19.1pp | 79.4%+19.7pp | 72.2%+26.9pp |
| Annual return | 22.47% | 31.69%-9.2pp | 30.89%-8.4pp | 59.29%-36.8pp |
| Employer contribution / active EE | $5,185 | $2,420+114.3% | $3,418+51.7% | $2,234+132.1% |
| Participant deferral / active EE | $8,277 | $6,537+26.6% | $6,270+32.0% | $3,805+117.5% |
| Admin fee / account holder | -$28 | $145-119.0% | $8,081-100.3% | $158-117.5% |