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 | $355 |
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 | $134,087 | $73,102+83.4% | $123,544+8.5% | $56,287+138.2% |
| Participation rate | 96.9% | 74.3%+22.6pp | 82.3%+14.6pp | 69.9%+27.1pp |
| Annual return | -6.04% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,002 | $2,977-32.7% | $4,628-56.7% | $2,111-5.2% |
| Participant deferral / active EE | $7,465 | $5,423+37.7% | $6,426+16.2% | $3,350+122.8% |
| Admin fee / account holder | $0 | $554-99.9% | $9,284-100.0% | $521-99.9% |