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 | $3,653 |
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 | $45,974 | $68,413-32.8% | $123,104-62.7% | $55,191-16.7% |
| Participation rate | 90.1% | 84.5%+5.6pp | 86.8%+3.4pp | 69.2%+21.0pp |
| Annual return | 1.20% | 6.30%-5.1pp | 13.22%-12.0pp | 10.78%-9.6pp |
| Employer contribution / active EE | $1,395 | $3,050-54.3% | $5,151-72.9% | $1,899-26.5% |
| Participant deferral / active EE | $3,773 | $4,490-16.0% | $6,230-39.4% | $3,046+23.9% |
| Admin fee / account holder | $6 | $88-92.8% | $9,015-99.9% | $91-93.0% |