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 | $1,225 |
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 | $55,486 | $72,770-23.8% | $67,652-18.0% | $55,191+0.5% |
| Participation rate | 70.1% | 78.8%-8.6pp | 75.7%-5.5pp | 69.2%+1.0pp |
| Annual return | 0.28% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,674 | $1,769-5.4% | $2,266-26.1% | $1,899-11.8% |
| Participant deferral / active EE | $6,650 | $3,408+95.1% | $3,560+86.8% | $3,046+118.3% |
| Admin fee / account holder | $5 | $79-94.3% | $4,821-99.9% | $91-95.0% |