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 | $1,381 |
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 | $56,730 | $74,089-23.4% | $133,980-57.7% | $55,167+2.8% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.1%+9.1pp | 69.0%+27.2pp |
| Annual return | 7.47% | 12.11%-4.6pp | 29.30%-21.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,552 | $3,064-49.3% | $5,211-70.2% | $1,963-20.9% |
| Participant deferral / active EE | $4,752 | $4,678+1.6% | $6,282-24.4% | $3,054+55.6% |
| Admin fee / account holder | $38 | $458-91.8% | $9,324-99.6% | $504-92.5% |