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 55 · EIN 59-2937883 | Other Commissions | $13,647 |
Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
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 | $53,251 | $48,576+9.6% | $169,463-68.6% | $56,287-5.4% |
| Participation rate | 90.3% | 65.8%+24.5pp | 77.8%+12.5pp | 69.9%+20.4pp |
| Annual return | -4.75% | -2.51%-2.2pp | 1.83%-6.6pp | -9.96%+5.2pp |
| Employer contribution / active EE | $522 | $1,559-66.5% | $4,159-87.4% | $2,111-75.3% |
| Participant deferral / active EE | $5,097 | $3,275+55.6% | $5,277-3.4% | $3,350+52.2% |
| Admin fee / account holder | $5 | $435-98.8% | $9,109-99.9% | $521-99.0% |