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 | $8,888 |
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 | $94,456 | $73,102+29.2% | $123,544-23.5% | $56,287+67.8% |
| Participation rate | 84.2% | 74.3%+9.8pp | 82.3%+1.9pp | 69.9%+14.3pp |
| Annual return | -1.75% | 3.01%-4.8pp | 119.20%-120.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $3,850 | $2,977+29.3% | $4,628-16.8% | $2,111+82.4% |
| Participant deferral / active EE | $8,433 | $5,423+55.5% | $6,426+31.2% | $3,350+151.7% |
| Admin fee / account holder | $18 | $554-96.7% | $9,284-99.8% | $521-96.5% |