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 | $10,257 |
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 | $61,739 | $176,491-65.0% | $95,952-35.7% | $90,288-31.6% |
| Participation rate | 81.9% | 86.6%-4.6pp | 77.1%+4.9pp | 73.4%+8.6pp |
| Annual return | 16.43% | 20.14%-3.7pp | 91.61%-75.2pp | 53.97%-37.5pp |
| Employer contribution / active EE | $1,329 | $2,789-52.3% | $2,541-47.7% | $2,524-47.3% |
| Participant deferral / active EE | $4,581 | $5,340-14.2% | $4,167+9.9% | $4,232+8.3% |
| Admin fee / account holder | $7 | $154-95.2% | $6,795-99.9% | $114-93.5% |