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 | -$13,824 |
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 | $215,131 | $74,347+189.4% | $93,606+129.8% | $67,579+218.3% |
| Participation rate | 99.0% | 80.6%+18.4pp | 75.8%+23.1pp | 71.3%+27.7pp |
| Annual return | 24.27% | 28.07%-3.8pp | 32.76%-8.5pp | 378.56%-354.3pp |
| Employer contribution / active EE | $6,494 | $2,583+151.4% | $2,718+138.9% | $2,148+202.4% |
| Participant deferral / active EE | $10,897 | $4,060+168.4% | $4,069+167.8% | $3,539+207.9% |
| Admin fee / account holder | $167 | $123+36.3% | $7,888-97.9% | $142+17.5% |