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 | $12,615 |
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 | $63,863 | $70,908-9.9% | $98,907-35.4% | $73,488-13.1% |
| Participation rate | 86.8% | 73.8%+13.0pp | 76.0%+10.8pp | 70.7%+16.1pp |
| Annual return | 17.66% | 34.17%-16.5pp | 196.43%-178.8pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,725 | $2,036+33.8% | $2,689+1.4% | $2,270+20.1% |
| Participant deferral / active EE | $4,644 | $3,500+32.7% | $4,244+9.4% | $3,740+24.2% |
| Admin fee / account holder | $116 | $535-78.2% | $6,642-98.2% | $513-77.3% |