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 | $23,945 |
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 | $155,128 | $65,223+137.8% | $80,019+93.9% | $55,725+178.4% |
| Participation rate | 99.5% | 80.6%+18.9pp | 75.8%+23.7pp | 70.9%+28.6pp |
| Annual return | -5.46% | 7.59%-13.1pp | 11.22%-16.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $6,895 | $2,544+171.0% | $2,468+179.4% | $2,078+231.8% |
| Participant deferral / active EE | $10,921 | $3,881+181.4% | $3,686+196.3% | $3,356+225.5% |
| Admin fee / account holder | $36 | $114-68.3% | $6,521-99.4% | $115-68.6% |