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 | $90,266 |
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 | $66,064 | $61,473+7.5% | $81,930-19.4% | $73,409-10.0% |
| Participation rate | 95.9% | 72.4%+23.5pp | 72.0%+23.9pp | 72.2%+23.7pp |
| Annual return | 15.94% | 28.26%-12.3pp | 29.49%-13.5pp | 59.29%-43.4pp |
| Employer contribution / active EE | $4,770 | $1,898+151.3% | $4,310+10.7% | $2,234+113.5% |
| Participant deferral / active EE | $4,548 | $3,080+47.6% | $7,107-36.0% | $3,805+19.5% |
| Admin fee / account holder | $125 | $125-0.5% | $5,158-97.6% | $158-20.9% |