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 | $4,819 |
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 | $120,032 | $31,424+282.0% | $81,478+47.3% | $69,631+72.4% |
| Participation rate | 78.1% | 50.8%+27.3pp | 68.0%+10.2pp | 70.7%+7.4pp |
| Annual return | 18.87% | 22.44%-3.6pp | 38.78%-19.9pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,127 | $1,029+106.7% | $2,568-17.2% | $2,032+4.7% |
| Participant deferral / active EE | $6,408 | $1,838+248.6% | $3,537+81.2% | $3,224+98.8% |
| Admin fee / account holder | $11 | $103-89.1% | $4,561-99.8% | $110-89.9% |