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 | $1,725 |
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 | $104,602 | $80,753+29.5% | $136,294-23.3% | $62,292+67.9% |
| Participation rate | 81.1% | 73.5%+7.6pp | 81.9%-0.8pp | 69.5%+11.6pp |
| Annual return | 22.22% | 35.83%-13.6pp | 5155.94%-5133.7pp | 28.90%-6.7pp |
| Employer contribution / active EE | $6,310 | $2,884+118.8% | $4,695+34.4% | $2,042+209.0% |
| Participant deferral / active EE | $9,599 | $5,164+85.9% | $6,247+53.7% | $3,169+202.9% |
| Admin fee / account holder | $7 | $525-98.6% | $9,243-99.9% | $479-98.5% |