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 | $7,119 |
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 | $71,678 | $73,404-2.4% | $87,100-17.7% | $67,579+6.1% |
| Participation rate | 95.6% | 80.9%+14.8pp | 76.9%+18.7pp | 71.3%+24.3pp |
| Annual return | 23.83% | 48.29%-24.5pp | 28.19%-4.4pp | 378.56%-354.7pp |
| Employer contribution / active EE | $2,228 | $2,014+10.6% | $2,521-11.6% | $2,148+3.7% |
| Participant deferral / active EE | $4,048 | $3,913+3.5% | $4,0490% | $3,539+14.4% |
| Admin fee / account holder | $22 | $142-84.6% | $7,497-99.7% | $142-84.7% |