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 | $2,388 |
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 | $83,844 | $46,173+81.6% | $170,442-50.8% | $69,631+20.4% |
| Participation rate | 73.7% | 63.9%+9.8pp | 83.6%-9.9pp | 70.7%+3.0pp |
| Annual return | 20.40% | 21.62%-1.2pp | 205.93%-185.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $722 | $1,610-55.1% | $5,433-86.7% | $2,032-64.5% |
| Participant deferral / active EE | $3,442 | $2,080+65.5% | $4,939-30.3% | $3,224+6.8% |
| Admin fee / account holder | $7 | $116-94.2% | $13,880-100.0% | $110-93.9% |