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 | $7,800 |
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 | $41,931 | $88,122-52.4% | $141,162-70.3% | $67,579-38.0% |
| Participation rate | 93.4% | 76.5%+16.9pp | 82.5%+10.9pp | 71.3%+22.1pp |
| Annual return | 27.28% | 75.40%-48.1pp | 71.39%-44.1pp | 378.56%-351.3pp |
| Employer contribution / active EE | $2,975 | $3,224-7.7% | $4,735-37.2% | $2,148+38.5% |
| Participant deferral / active EE | $7,743 | $5,958+30.0% | $6,709+15.4% | $3,539+118.8% |
| Admin fee / account holder | $6 | $131-95.2% | $10,261-99.9% | $142-95.6% |