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 9-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 | $16,315 |
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 | $77,324 | $47,848+61.6% | $81,478-5.1% | $70,131+10.3% |
| Participation rate | 76.1% | 58.3%+17.8pp | 68.0%+8.1pp | 69.5%+6.5pp |
| Annual return | 16.45% | 27.25%-10.8pp | 38.78%-22.3pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,093 | $1,527+102.5% | $2,568+20.4% | $2,342+32.0% |
| Participant deferral / active EE | $7,930 | $2,453+223.3% | $3,537+124.2% | $3,332+138.0% |
| Admin fee / account holder | $131 | $3,145-95.8% | $4,561-97.1% | $4,645-97.2% |