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 | $6,794 |
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 | $86,084 | $64,909+32.6% | $82,313+4.6% | $62,292+38.2% |
| Participation rate | 96.7% | 74.9%+21.8pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 16.35% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,076 | $1,676+23.9% | $2,428-14.5% | $2,042+1.7% |
| Participant deferral / active EE | $4,736 | $3,103+52.6% | $3,706+27.8% | $3,169+49.4% |
| Admin fee / account holder | $41 | $440-90.7% | $5,608-99.3% | $479-91.5% |