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 | $10,626 |
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 | $68,776 | $71,666-4.0% | $117,854-41.6% | $69,631-1.2% |
| Participation rate | 92.6% | 77.5%+15.0pp | 79.7%+12.9pp | 70.7%+21.9pp |
| Annual return | 17.20% | 18.86%-1.7pp | 335.08%-317.9pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $862 | $1,889-54.3% | $3,786-77.2% | $2,032-57.6% |
| Participant deferral / active EE | $3,732 | $3,340+11.8% | $4,482-16.7% | $3,224+15.8% |
| Admin fee / account holder | $31 | $120-74.4% | $8,020-99.6% | $110-72.1% |