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 | $2,626 |
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 | $89,573 | $50,898+76.0% | $171,082-47.6% | $55,167+62.4% |
| Participation rate | 72.6% | 63.3%+9.3pp | 76.7%-4.1pp | 69.0%+3.6pp |
| Annual return | 7.75% | 15.34%-7.6pp | 32.56%-24.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $4,465 | $1,433+211.6% | $4,002+11.6% | $1,963+127.5% |
| Participant deferral / active EE | $2,659 | $2,994-11.2% | $4,797-44.6% | $3,054-12.9% |
| Admin fee / account holder | $42 | $500-91.7% | $8,520-99.5% | $504-91.7% |