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 | -$13,544 |
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 | $142,762 | $71,666+99.2% | $117,854+21.1% | $69,631+105.0% |
| Participation rate | 97.7% | 77.5%+20.2pp | 79.7%+18.1pp | 70.7%+27.1pp |
| Annual return | 20.34% | 18.86%+1.5pp | 335.08%-314.7pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $5,147 | $1,889+172.5% | $3,786+35.9% | $2,032+153.3% |
| Participant deferral / active EE | $5,564 | $3,340+66.6% | $4,482+24.1% | $3,224+72.6% |
| Admin fee / account holder | -$43 | $120-135.8% | $8,020-100.5% | $110-139.1% |