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 | $2,426 |
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 | $75,645 | $75,183+0.6% | $123,892-38.9% | $55,167+37.1% |
| Participation rate | 88.0% | 72.8%+15.2pp | 81.4%+6.6pp | 69.0%+19.0pp |
| Annual return | 10.24% | 19.01%-8.8pp | 47.52%-37.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $5,782 | $2,823+104.8% | $4,617+25.2% | $1,963+194.6% |
| Participant deferral / active EE | $5,762 | $5,084+13.3% | $5,984-3.7% | $3,054+88.7% |
| Admin fee / account holder | $9 | $663-98.7% | $8,357-99.9% | $504-98.3% |