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 | $14,302 |
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 | $74,243 | $100,801-26.3% | $149,696-50.4% | $73,409+1.1% |
| Participation rate | 84.4% | 77.7%+6.7pp | 82.5%+1.9pp | 72.2%+12.2pp |
| Annual return | 27.99% | 265.34%-237.3pp | 276.60%-248.6pp | 59.29%-31.3pp |
| Employer contribution / active EE | $2,655 | $3,312-19.8% | $4,644-42.8% | $2,234+18.9% |
| Participant deferral / active EE | $8,574 | $6,404+33.9% | $6,842+25.3% | $3,805+125.3% |
| Admin fee / account holder | $39 | $181-78.5% | $9,309-99.6% | $158-75.4% |