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 | $6,756 |
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 | $66,017 | $64,909+1.7% | $82,313-19.8% | $62,292+6.0% |
| Participation rate | 93.7% | 74.9%+18.8pp | 76.9%+16.8pp | 69.5%+24.2pp |
| Annual return | 15.83% | 21.18%-5.3pp | 25.88%-10.0pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,154 | $1,676-31.1% | $2,428-52.5% | $2,042-43.5% |
| Participant deferral / active EE | $3,091 | $3,103-0.4% | $3,706-16.6% | $3,169-2.5% |
| Admin fee / account holder | $37 | $440-91.6% | $5,608-99.3% | $479-92.3% |