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 | $11,677 |
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 | $29,946 | $76,367-60.8% | $93,606-68.0% | $72,985-59.0% |
| Participation rate | 90.7% | 71.7%+19.0pp | 75.8%+14.9pp | 69.5%+21.2pp |
| Annual return | 20.73% | 25.82%-5.1pp | 32.76%-12.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $957 | $2,275-57.9% | $2,718-64.8% | $2,440-60.8% |
| Participant deferral / active EE | $2,352 | $3,538-33.5% | $4,069-42.2% | $3,607-34.8% |
| Admin fee / account holder | $103 | $6,838-98.5% | $7,888-98.7% | $5,124-98.0% |