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 | -$405 |
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 | $19,559 | $38,595-49.3% | $80,004-75.6% | $52,331-62.6% |
| Participation rate | 95.4% | 64.5%+30.9pp | 73.0%+22.4pp | 68.1%+27.3pp |
| Annual return | 1.15% | 2.04%-0.9pp | 7.63%-6.5pp | 4.54%-3.4pp |
| Employer contribution / active EE | $830 | $1,133-26.7% | $2,473-66.4% | $1,882-55.9% |
| Participant deferral / active EE | $1,445 | $2,318-37.7% | $3,204-54.9% | $3,022-52.2% |
| Admin fee / account holder | $3 | $304-98.9% | $5,033-99.9% | $592-99.4% |