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 | $575 |
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 | $112,232 | $89,355+25.6% | $141,162-20.5% | $72,985+53.8% |
| Participation rate | 75.3% | 75.1%+0.2pp | 82.5%-7.2pp | 69.5%+5.8pp |
| Annual return | 23.09% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,427 | $3,114+10.0% | $4,735-27.6% | $2,440+40.5% |
| Participant deferral / active EE | $6,976 | $5,418+28.8% | $6,709+4.0% | $3,607+93.4% |
| Admin fee / account holder | $5 | $5,958-99.9% | $10,261-100.0% | $5,124-99.9% |