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 | $2,498 |
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 | $136,771 | $76,552+78.7% | $123,892+10.4% | $62,891+117.5% |
| Participation rate | 95.6% | 73.0%+22.6pp | 81.4%+14.2pp | 69.3%+26.3pp |
| Annual return | 6.17% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $3,316 | $2,883+15.0% | $4,617-28.2% | $2,281+45.4% |
| Participant deferral / active EE | $12,063 | $4,840+149.2% | $5,984+101.6% | $3,203+276.6% |
| Admin fee / account holder | $22 | $4,826-99.5% | $8,357-99.7% | $4,296-99.5% |