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 | $6,251 |
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 | $70,599 | $86,332-18.2% | $125,175-43.6% | $65,185+8.3% |
| Participation rate | 97.4% | 75.3%+22.1pp | 79.8%+17.6pp | 70.2%+27.2pp |
| Annual return | 21.66% | 27.43%-5.8pp | 43.79%-22.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,249 | $2,040+10.3% | $3,865-41.8% | $2,177+3.3% |
| Participant deferral / active EE | $8,654 | $3,537+144.7% | $4,937+75.3% | $3,514+146.3% |
| Admin fee / account holder | $38 | $609-93.7% | $9,702-99.6% | $847-95.5% |