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 6-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 | $2,243 |
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 | $42,498 | $50,464-15.8% | $75,781-43.9% | $52,331-18.8% |
| Participation rate | 83.7% | 66.8%+16.9pp | 75.8%+7.9pp | 68.1%+15.6pp |
| Annual return | 5.83% | 1.03%+4.8pp | 9.68%-3.9pp | 4.54%+1.3pp |
| Employer contribution / active EE | $4,162 | $1,988+109.3% | $3,323+25.2% | $1,882+121.2% |
| Participant deferral / active EE | $4,530 | $2,570+76.2% | $3,651+24.1% | $3,022+49.9% |
| Admin fee / account holder | $11 | $1,103-99.0% | $5,299-99.8% | $592-98.1% |