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 | $6,244 |
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 | $76,738 | $79,519-3.5% | $95,952-20.0% | $73,409+4.5% |
| Participation rate | 95.1% | 81.2%+13.9pp | 77.1%+18.0pp | 72.2%+22.9pp |
| Annual return | 16.43% | 19.20%-2.8pp | 91.61%-75.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $3,020 | $2,048+47.5% | $2,541+18.9% | $2,234+35.2% |
| Participant deferral / active EE | $4,330 | $4,138+4.6% | $4,167+3.9% | $3,805+13.8% |
| Admin fee / account holder | $24 | $184-87.1% | $6,795-99.7% | $158-85.0% |