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 | $613 |
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 | $126,057 | $80,753+56.1% | $136,294-7.5% | $62,292+102.4% |
| Participation rate | 82.6% | 73.5%+9.0pp | 81.9%+0.6pp | 69.5%+13.1pp |
| Annual return | 19.12% | 35.83%-16.7pp | 5155.94%-5136.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $3,706 | $2,884+28.5% | $4,695-21.1% | $2,042+81.5% |
| Participant deferral / active EE | $5,748 | $5,164+11.3% | $6,247-8.0% | $3,169+81.4% |
| Admin fee / account holder | $5 | $525-99.0% | $9,243-99.9% | $479-99.0% |