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 | $1,669 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,788 | $54,320-37.8% | $67,652-50.1% | $52,331-35.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 2.04% | 6.81%-4.8pp | 6625.04%-6623.0pp | 4.54%-2.5pp |
| Employer contribution / active EE | $1,127 | $1,544-27.0% | $2,266-50.2% | $1,882-40.1% |
| Participant deferral / active EE | $1,306 | $2,950-55.7% | $3,560-63.3% | $3,022-56.8% |
| Admin fee / account holder | $11 | $527-97.9% | $4,821-99.8% | $592-98.1% |