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 | $15,885 |
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 | $42,676 | $67,703-37.0% | $127,761-66.6% | $65,185-34.5% |
| Participation rate | 97.1% | 74.5%+22.6pp | 79.0%+18.1pp | 70.2%+26.9pp |
| Annual return | 26.45% | 24.36%+2.1pp | 26.14%+0.3pp | 29.38%-2.9pp |
| Employer contribution / active EE | $1,965 | $3,724-47.2% | $4,574-57.0% | $2,177-9.7% |
| Participant deferral / active EE | $4,166 | $4,787-13.0% | $6,021-30.8% | $3,514+18.6% |
| Admin fee / account holder | $55 | $618-91.1% | $9,395-99.4% | $847-93.5% |