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 9-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 | $2,092 |
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 | $90,878 | $59,186+53.5% | $76,768+18.4% | $56,287+61.5% |
| Participation rate | 82.5% | 75.2%+7.3pp | 77.0%+5.6pp | 69.9%+12.7pp |
| Annual return | 2.11% | 6.62%-4.5pp | 2.43%-0.3pp | -9.96%+12.1pp |
| Employer contribution / active EE | $2,240 | $1,759+27.4% | $2,485-9.9% | $2,111+6.1% |
| Participant deferral / active EE | $5,175 | $3,255+59.0% | $3,852+34.4% | $3,350+54.5% |
| Admin fee / account holder | $34 | $489-93.1% | $6,675-99.5% | $521-93.5% |