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 | -$42,316 |
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 | $113,366 | $48,570+133.4% | $130,648-13.2% | $72,985+55.3% |
| Participation rate | 97.9% | 58.6%+39.3pp | 71.7%+26.2pp | 69.5%+28.4pp |
| Annual return | 21.22% | 38.63%-17.4pp | 1708.96%-1687.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $7,501 | $1,334+462.3% | $4,092+83.3% | $2,440+207.4% |
| Participant deferral / active EE | $7,181 | $2,384+201.3% | $3,603+99.3% | $3,607+99.1% |
| Admin fee / account holder | $15 | $3,549-99.6% | $5,464-99.7% | $5,124-99.7% |