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 | $931 |
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 | $110,990 | $52,639+110.9% | $185,117-40.0% | $62,292+78.2% |
| Participation rate | 73.6% | 63.9%+9.8pp | 77.3%-3.6pp | 69.5%+4.1pp |
| Annual return | 18.78% | 19.57%-0.8pp | 40.50%-21.7pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,042 | $1,483+37.7% | $4,182-51.2% | $2,0420% |
| Participant deferral / active EE | $4,864 | $3,097+57.0% | $5,045-3.6% | $3,169+53.5% |
| Admin fee / account holder | $10 | $374-97.3% | $8,159-99.9% | $479-97.9% |