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 | $850 |
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 | $119,646 | $75,183+59.1% | $123,892-3.4% | $55,167+116.9% |
| Participation rate | 85.2% | 72.8%+12.4pp | 81.4%+3.8pp | 69.0%+16.3pp |
| Annual return | 7.15% | 19.01%-11.9pp | 47.52%-40.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $3,610 | $2,823+27.9% | $4,617-21.8% | $1,963+84.0% |
| Participant deferral / active EE | $7,244 | $5,084+42.5% | $5,984+21.0% | $3,054+137.2% |
| Admin fee / account holder | $6 | $663-99.1% | $8,357-99.9% | $504-98.8% |