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 | $3,247 |
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 | $101,882 | $89,652+13.6% | $141,162-27.8% | $65,185+56.3% |
| Participation rate | 85.0% | 74.7%+10.3pp | 82.5%+2.6pp | 70.2%+14.8pp |
| Annual return | 23.36% | 32.79%-9.4pp | 71.39%-48.0pp | 29.38%-6.0pp |
| Employer contribution / active EE | $6,004 | $3,065+95.9% | $4,735+26.8% | $2,177+175.8% |
| Participant deferral / active EE | $6,507 | $5,691+14.3% | $6,709-3.0% | $3,514+85.2% |
| Admin fee / account holder | $8 | $569-98.5% | $10,261-99.9% | $847-99.0% |