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 | $1,486 |
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 | $170,500 | $85,766+98.8% | $136,294+25.1% | $70,131+143.1% |
| Participation rate | 94.1% | 74.2%+20.0pp | 81.9%+12.2pp | 69.5%+24.6pp |
| Annual return | 22.38% | 31.45%-9.1pp | 5155.94%-5133.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $3,281 | $2,966+10.6% | $4,695-30.1% | $2,342+40.1% |
| Participant deferral / active EE | $11,995 | $5,051+137.5% | $6,247+92.0% | $3,332+260.0% |
| Admin fee / account holder | $13 | $5,420-99.8% | $9,243-99.9% | $4,645-99.7% |