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 | $45,273 |
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 | $83,928 | $88,515-5.2% | $162,163-48.2% | $67,579+24.2% |
| Participation rate | 95.1% | 86.8%+8.3pp | 87.6%+7.6pp | 71.3%+23.8pp |
| Annual return | 24.82% | 27.04%-2.2pp | 115.59%-90.8pp | 378.56%-353.7pp |
| Employer contribution / active EE | $2,042 | $3,563-42.7% | $5,614-63.6% | $2,148-4.9% |
| Participant deferral / active EE | $4,741 | $5,724-17.2% | $7,298-35.0% | $3,539+34.0% |
| Admin fee / account holder | $47 | $124-61.7% | $10,843-99.6% | $142-66.7% |