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 | $16,605 |
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 | $55,133 | $54,320+1.5% | $67,652-18.5% | $52,331+5.4% |
| Participation rate | 78.0% | 73.6%+4.4pp | 75.7%+2.3pp | 68.1%+9.9pp |
| Annual return | -0.78% | 6.81%-7.6pp | 6625.04%-6625.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $3,009 | $1,544+94.9% | $2,266+32.8% | $1,882+59.9% |
| Participant deferral / active EE | $3,927 | $2,950+33.1% | $3,560+10.3% | $3,022+29.9% |
| Admin fee / account holder | $111 | $527-79.0% | $4,821-97.7% | $592-81.3% |