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 | $12,131 |
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 | $54,661 | $105,247-48.1% | $87,100-37.2% | $77,787-29.7% |
| Participation rate | 91.5% | 85.8%+5.7pp | 76.9%+14.7pp | 73.2%+18.3pp |
| Annual return | 32.94% | 24.52%+8.4pp | 28.19%+4.8pp | 32.57%+0.4pp |
| Employer contribution / active EE | $1,088 | $2,895-62.4% | $2,521-56.8% | $2,504-56.5% |
| Participant deferral / active EE | $3,801 | $5,060-24.9% | $4,049-6.1% | $3,967-4.2% |
| Admin fee / account holder | $9 | $104-91.4% | $7,497-99.9% | $100-91.0% |