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 | $1,912 |
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 | $68,689 | $63,355+8.4% | $91,989-25.3% | $72,985-5.9% |
| Participation rate | 80.7% | 72.5%+8.2pp | 78.6%+2.1pp | 69.5%+11.2pp |
| Annual return | 32.17% | 35.35%-3.2pp | 69.02%-36.9pp | 81.00%-48.8pp |
| Employer contribution / active EE | $2,744 | $2,116+29.7% | $3,452-20.5% | $2,440+12.5% |
| Participant deferral / active EE | $8,206 | $4,883+68.1% | $5,923+38.5% | $3,607+127.5% |
| Admin fee / account holder | $15 | $4,668-99.7% | $7,743-99.8% | $5,124-99.7% |