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 | $450 |
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 | $153,765 | $80,753+90.4% | $136,294+12.8% | $62,292+146.8% |
| Participation rate | 72.7% | 73.5%-0.9pp | 81.9%-9.2pp | 69.5%+3.2pp |
| Annual return | 18.71% | 35.83%-17.1pp | 5155.94%-5137.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,059 | $2,884-63.3% | $4,695-77.4% | $2,042-48.1% |
| Participant deferral / active EE | $5,378 | $5,164+4.1% | $6,247-13.9% | $3,169+69.7% |
| Admin fee / account holder | $3 | $525-99.5% | $9,243-100.0% | $479-99.5% |