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 | $3,300 |
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 | $76,663 | $54,320+41.1% | $67,652+13.3% | $52,331+46.5% |
| Participation rate | 86.8% | 73.6%+13.2pp | 75.7%+11.1pp | 68.1%+18.7pp |
| Annual return | -0.81% | 6.81%-7.6pp | 6625.04%-6625.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,929 | $1,544+24.9% | $2,266-14.9% | $1,882+2.5% |
| Participant deferral / active EE | $5,642 | $2,950+91.2% | $3,560+58.5% | $3,022+86.7% |
| Admin fee / account holder | $15 | $527-97.2% | $4,821-99.7% | $592-97.5% |