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 | $2,600 |
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 | $64,732 | $75,183-13.9% | $123,892-47.8% | $55,167+17.3% |
| Participation rate | 70.0% | 72.8%-2.8pp | 81.4%-11.4pp | 69.0%+1.0pp |
| Annual return | 7.33% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $848 | $2,823-70.0% | $4,617-81.6% | $1,963-56.8% |
| Participant deferral / active EE | $3,361 | $5,084-33.9% | $5,984-43.8% | $3,054+10.0% |
| Admin fee / account holder | $39 | $663-94.1% | $8,357-99.5% | $504-92.2% |