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 | $45,190 |
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 | $35,936 | $47,922-25.0% | $75,886-52.6% | $65,185-44.9% |
| Participation rate | 95.3% | 63.0%+32.3pp | 69.3%+26.0pp | 70.2%+25.1pp |
| Annual return | 21.78% | 24.12%-2.3pp | 30.76%-9.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,138 | $1,557-26.9% | $2,500-54.5% | $2,177-47.7% |
| Participant deferral / active EE | $4,774 | $2,550+87.2% | $3,603+32.5% | $3,514+35.9% |
| Admin fee / account holder | $118 | $532-77.8% | $5,418-97.8% | $847-86.1% |