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 | $3,908 |
TIAA5 years Service code 37 · EIN 13-1624203 | Loan Processing | $400 |
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 | $115,852 | $84,487+37.1% | $125,339-7.6% | $66,914+73.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.48% | -8.39%-9.1pp | 572.05%-589.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $7,548 | $3,553+112.4% | $4,814+56.8% | $2,544+196.7% |
| Participant deferral / active EE | $8,993 | $6,781+32.6% | $7,446+20.8% | $4,237+112.3% |
| Admin fee / account holder | $10 | $685-98.5% | $10,010-99.9% | $593-98.3% |