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 | $1,100 |
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 | $95,359 | $73,102+30.4% | $123,544-22.8% | $56,287+69.4% |
| Participation rate | 81.7% | 74.3%+7.3pp | 82.3%-0.6pp | 69.9%+11.8pp |
| Annual return | -5.04% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,520 | $2,977-48.9% | $4,628-67.2% | $2,111-28.0% |
| Participant deferral / active EE | $7,351 | $5,423+35.6% | $6,426+14.4% | $3,350+119.5% |
| Admin fee / account holder | $9 | $554-98.4% | $9,284-99.9% | $521-98.4% |