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 | $1,675 |
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 | $61,993 | $53,412+16.1% | $68,509-9.5% | $52,331+18.5% |
| Participation rate | 72.6% | 71.7%+0.9pp | 74.7%-2.1pp | 68.1%+4.5pp |
| Annual return | 1.79% | 3.42%-1.6pp | 8.27%-6.5pp | 4.54%-2.8pp |
| Employer contribution / active EE | $993 | $1,607-38.2% | $2,278-56.4% | $1,882-47.2% |
| Participant deferral / active EE | $2,177 | $2,688-19.0% | $3,382-35.7% | $3,022-28.0% |
| Admin fee / account holder | $13 | $461-97.2% | $5,275-99.8% | $592-97.8% |