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 | $18,529 |
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 | $39,439 | $79,519-50.4% | $95,952-58.9% | $73,409-46.3% |
| Participation rate | 97.4% | 81.2%+16.3pp | 77.1%+20.4pp | 72.2%+25.3pp |
| Annual return | 90.12% | 19.20%+70.9pp | 91.61%-1.5pp | 59.29%+30.8pp |
| Employer contribution / active EE | $2,798 | $2,048+36.6% | $2,541+10.1% | $2,234+25.3% |
| Participant deferral / active EE | $9,113 | $4,138+120.2% | $4,167+118.7% | $3,805+139.5% |
| Admin fee / account holder | $51 | $184-72.1% | $6,795-99.2% | $158-67.4% |