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 | $1,805 |
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 | $231,855 | $77,813+198.0% | $123,544+87.7% | $64,186+261.2% |
| Participation rate | 86.7% | 74.7%+12.0pp | 82.3%+4.4pp | 69.6%+17.1pp |
| Annual return | -2.82% | 12.48%-15.3pp | 119.20%-122.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $4,682 | $3,014+55.3% | $4,628+1.2% | $2,381+96.7% |
| Participant deferral / active EE | $11,295 | $5,240+115.6% | $6,426+75.8% | $3,470+225.5% |
| Admin fee / account holder | $47 | $5,519-99.2% | $9,284-99.5% | $4,888-99.0% |