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 | $24,868 |
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 | $57,680 | $69,362-16.8% | $101,248-43.0% | $73,488-21.5% |
| Participation rate | 99.5% | 68.4%+31.1pp | 75.8%+23.7pp | 70.7%+28.8pp |
| Annual return | 14.70% | 18.46%-3.8pp | 46.47%-31.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,918 | $2,628-27.0% | $3,660-47.6% | $2,270-15.5% |
| Participant deferral / active EE | $3,768 | $3,300+14.2% | $4,370-13.8% | $3,740+0.8% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |