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 | -$81,071 |
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 | $89,337 | $73,404+21.7% | $87,100+2.6% | $67,579+32.2% |
| Participation rate | 92.8% | 80.9%+11.9pp | 76.9%+15.9pp | 71.3%+21.5pp |
| Annual return | 23.40% | 48.29%-24.9pp | 28.19%-4.8pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,915 | $2,014-4.9% | $2,521-24.0% | $2,148-10.8% |
| Participant deferral / active EE | $4,852 | $3,913+24.0% | $4,049+19.9% | $3,539+37.1% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |