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 | $16,219 |
Service code 10 · EIN 47-5495106 | Accounting | $12,400 |
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 | $69,020 | $75,284-8.3% | $91,001-24.2% | $69,631-0.9% |
| Participation rate | 97.0% | 80.4%+16.6pp | 75.6%+21.4pp | 70.7%+26.3pp |
| Annual return | 18.63% | 48.40%-29.8pp | 4.60%+14.0pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $2,336 | $2,473-5.5% | $2,456-4.9% | $2,032+15.0% |
| Participant deferral / active EE | $4,110 | $3,700+11.1% | $3,547+15.9% | $3,224+27.5% |
| Admin fee / account holder | $46 | $111-58.6% | $5,417-99.2% | $110-58.5% |