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 | $13,704 |
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 | $57,495 | $89,355-35.7% | $141,162-59.3% | $72,985-21.2% |
| Participation rate | 84.5% | 75.1%+9.4pp | 82.5%+2.0pp | 69.5%+15.0pp |
| Annual return | 23.57% | 111.85%-88.3pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,957 | $3,114-5.1% | $4,735-37.6% | $2,440+21.2% |
| Participant deferral / active EE | $10,058 | $5,418+85.6% | $6,709+49.9% | $3,607+178.8% |
| Admin fee / account holder | $131 | $5,958-97.8% | $10,261-98.7% | $5,124-97.4% |