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 | $219 |
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 | $133,337 | $104,475+27.6% | $159,436-16.4% | $79,386+68.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 20.77% | 67.95%-47.2pp | 263.57%-242.8pp | 116.85%-96.1pp |
| Employer contribution / active EE | $6,799 | $3,417+99.0% | $4,829+40.8% | $2,427+180.1% |
| Participant deferral / active EE | $12,795 | $6,467+97.8% | $7,352+74.0% | $4,046+216.3% |
| Admin fee / account holder | $9 | $711-98.7% | $10,799-99.9% | $626-98.5% |