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 | $2,213 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,036 | $98,982-64.6% | $162,163-78.4% | $65,185-46.3% |
| Participation rate | 77.8% | 85.8%-8.0pp | 87.6%-9.8pp | 70.2%+7.6pp |
| Annual return | 57.60% | 24.84%+32.8pp | 115.59%-58.0pp | 29.38%+28.2pp |
| Employer contribution / active EE | $2,736 | $3,467-21.1% | $5,614-51.3% | $2,177+25.7% |
| Participant deferral / active EE | $8,053 | $5,384+49.6% | $7,298+10.3% | $3,514+129.2% |
| Admin fee / account holder | $20 | $596-96.6% | $10,843-99.8% | $847-97.6% |