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 | $1,800 |
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 | $39,543 | $49,138-19.5% | $84,015-52.9% | $65,185-39.3% |
| Participation rate | 70.3% | 60.7%+9.6pp | 69.0%+1.3pp | 70.2%+0.1pp |
| Annual return | 24.61% | 23.00%+1.6pp | 71.31%-46.7pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,726 | $914+88.9% | $1,983-13.0% | $2,177-20.7% |
| Participant deferral / active EE | $4,862 | $2,397+102.8% | $3,239+50.1% | $3,514+38.4% |
| Admin fee / account holder | $7 | $543-98.8% | $6,101-99.9% | $847-99.2% |