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 | $31,241 |
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 | $52,523 | $63,905-17.8% | $74,183-29.2% | $57,658-8.9% |
| Participation rate | 97.6% | 79.8%+17.9pp | 76.6%+21.0pp | 70.2%+27.4pp |
| Annual return | 11.37% | 60.60%-49.2pp | 17.74%-6.4pp | 5.13%+6.2pp |
| Employer contribution / active EE | $4,830 | $1,840+162.4% | $2,370+103.8% | $1,974+144.7% |
| Participant deferral / active EE | $4,244 | $3,448+23.1% | $3,550+19.6% | $3,061+38.7% |
| Admin fee / account holder | $91 | $91+0.3% | $5,586-98.4% | $95-3.4% |