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 8-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 | $4,000 |
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 | $65,860 | $52,279+26.0% | $89,391-26.3% | $79,858-17.5% |
| Participation rate | 74.5% | 57.5%+17.0pp | 68.0%+6.5pp | 69.6%+4.9pp |
| Annual return | 11.92% | 22.16%-10.2pp | 245.62%-233.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $705 | $1,572-55.1% | $2,586-72.7% | $2,471-71.5% |
| Participant deferral / active EE | $4,814 | $2,740+75.7% | $3,890+23.8% | $3,740+28.7% |
| Admin fee / account holder | $38 | $3,356-98.9% | $4,881-99.2% | $5,306-99.3% |