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 | $33,860 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,171 | $60,323+135.7% | $81,812+73.8% | $74,495+90.8% |
| Participation rate | 92.1% | 62.9%+29.2pp | 72.3%+19.8pp | 67.2%+24.9pp |
| Annual return | 11.71% | 16.90%-5.2pp | 773.79%-762.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $8,769 | $2,620+234.7% | $2,912+201.1% | $2,623+234.3% |
| Participant deferral / active EE | $8,671 | $3,387+156.0% | $4,319+100.8% | $4,346+99.5% |
| Admin fee / account holder | $518 | $1,486-65.1% | $7,386-93.0% | $1,942-73.3% |