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 | -$2,713 |
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 | $83,559 | $72,770+14.8% | $67,652+23.5% | $55,191+51.4% |
| Participation rate | 95.1% | 78.8%+16.3pp | 75.7%+19.5pp | 69.2%+26.0pp |
| Annual return | 1.43% | -3.26%+4.7pp | 6625.04%-6623.6pp | 10.78%-9.3pp |
| Employer contribution / active EE | $908 | $1,769-48.7% | $2,266-59.9% | $1,899-52.2% |
| Participant deferral / active EE | $5,389 | $3,408+58.1% | $3,560+51.4% | $3,046+76.9% |
| Admin fee / account holder | $13 | $79-83.4% | $4,821-99.7% | $91-85.6% |