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 | $21,423 |
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 | $48,248 | $75,183-35.8% | $123,892-61.1% | $55,167-12.5% |
| Participation rate | 88.0% | 72.8%+15.2pp | 81.4%+6.6pp | 69.0%+19.0pp |
| Annual return | 16.72% | 19.01%-2.3pp | 47.52%-30.8pp | 169.23%-152.5pp |
| Employer contribution / active EE | $2,775 | $2,823-1.7% | $4,617-39.9% | $1,963+41.4% |
| Participant deferral / active EE | $7,841 | $5,084+54.2% | $5,984+31.0% | $3,054+156.7% |
| Admin fee / account holder | $146 | $663-78.0% | $8,357-98.3% | $504-71.1% |