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 | $1,775 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $298,967 | $137,414+117.6% | $189,513+57.8% | $85,850+248.2% |
| Participation rate | 93.8% | 84.6%+9.2pp | 87.8%+6.0pp | 69.3%+24.5pp |
| Annual return | 18.08% | 38.14%-20.1pp | 555.15%-537.1pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,178 | $4,344-49.9% | $6,162-64.6% | $2,565-15.1% |
| Participant deferral / active EE | $8,766 | $6,260+40.0% | $8,221+6.6% | $3,952+121.8% |
| Admin fee / account holder | $18 | $8,630-99.8% | $12,045-99.9% | $6,260-99.7% |