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 | $2,300 |
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 | $94,537 | $77,813+21.5% | $123,544-23.5% | $64,186+47.3% |
| Participation rate | 79.1% | 74.7%+4.4pp | 82.3%-3.2pp | 69.6%+9.5pp |
| Annual return | -4.94% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,818 | $3,014+26.7% | $4,628-17.5% | $2,381+60.4% |
| Participant deferral / active EE | $7,517 | $5,240+43.5% | $6,426+17.0% | $3,470+116.7% |
| Admin fee / account holder | $20 | $5,519-99.6% | $9,284-99.8% | $4,888-99.6% |