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 | $19,852 |
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 | $143,881 | $56,152+156.2% | $185,823-22.6% | $73,409+96.0% |
| Participation rate | 74.2% | 67.6%+6.7pp | 78.0%-3.8pp | 72.2%+2.1pp |
| Annual return | 14.65% | 17.59%-2.9pp | 35.95%-21.3pp | 59.29%-44.6pp |
| Employer contribution / active EE | $3,180 | $1,532+107.6% | $4,087-22.2% | $2,234+42.4% |
| Participant deferral / active EE | $6,612 | $3,659+80.7% | $5,632+17.4% | $3,805+73.7% |
| Admin fee / account holder | $82 | $132-38.1% | $9,500-99.1% | $158-48.2% |