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 | -$21,925 |
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 | $111,282 | $65,118+70.9% | $76,768+45.0% | $55,725+99.7% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.0%+18.9pp | 70.9%+25.0pp |
| Annual return | -5.13% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,210 | $1,941-37.7% | $2,485-51.3% | $2,078-41.8% |
| Participant deferral / active EE | $7,140 | $3,688+93.6% | $3,852+85.4% | $3,356+112.8% |
| Admin fee / account holder | $18 | $116-84.7% | $6,675-99.7% | $115-84.6% |