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 | $3,143 |
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 | $44,783 | $62,324-28.1% | $68,509-34.6% | $55,191-18.9% |
| Participation rate | 78.6% | 78.9%-0.2pp | 74.7%+3.9pp | 69.2%+9.5pp |
| Annual return | 0.00% | 4.26%-4.3pp | 8.27%-8.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,025 | $2,223-53.9% | $2,278-55.0% | $1,899-46.0% |
| Participant deferral / active EE | $1,963 | $3,425-42.7% | $3,382-42.0% | $3,046-35.6% |
| Admin fee / account holder | $6 | $91-93.1% | $5,275-99.9% | $91-93.1% |