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 | $32,797 |
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 | $219,050 | $136,307+60.7% | $177,821+23.2% | $73,488+198.1% |
| Participation rate | 95.6% | 86.1%+9.5pp | 87.7%+7.8pp | 70.7%+24.9pp |
| Annual return | 22.84% | 18.68%+4.2pp | 48.32%-25.5pp | 28.51%-5.7pp |
| Employer contribution / active EE | $7,623 | $3,712+105.4% | $5,918+28.8% | $2,270+235.8% |
| Participant deferral / active EE | $21,740 | $5,829+273.0% | $7,714+181.8% | $3,740+481.4% |
| Admin fee / account holder | $197 | $596-66.9% | $12,427-98.4% | $513-61.6% |