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 | $3,308 |
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 | $121,261 | $55,453+118.7% | $170,442-28.9% | $62,292+94.7% |
| Participation rate | 90.0% | 66.4%+23.6pp | 83.6%+6.4pp | 69.5%+20.4pp |
| Annual return | 17.47% | 21.38%-3.9pp | 205.93%-188.5pp | 28.90%-11.4pp |
| Employer contribution / active EE | $6,129 | $2,164+183.3% | $5,433+12.8% | $2,042+200.1% |
| Participant deferral / active EE | $4,829 | $2,303+109.7% | $4,939-2.2% | $3,169+52.4% |
| Admin fee / account holder | $15 | $455-96.7% | $13,880-99.9% | $479-96.8% |