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 | $116,791 | $73,102+59.8% | $123,544-5.5% | $56,287+107.5% |
| Participation rate | 83.2% | 74.3%+8.9pp | 82.3%+0.9pp | 69.9%+13.3pp |
| Annual return | -6.18% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,876 | $2,977-3.4% | $4,628-37.9% | $2,111+36.2% |
| Participant deferral / active EE | $5,574 | $5,423+2.8% | $6,426-13.2% | $3,350+66.4% |
| Admin fee / account holder | $5 | $554-99.1% | $9,284-99.9% | $521-99.1% |