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 | -$54,354 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,698 | $185,342-84.5% | $111,297-74.2% | $86,799-66.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 20.97% | 500.80%-479.8pp | 54.65%-33.7pp | 97.91%-76.9pp |
| Employer contribution / active EE | $1,410 | $2,246-37.2% | $2,731-48.4% | $2,405-41.4% |
| Participant deferral / active EE | $5,767 | $4,458+29.4% | $4,487+28.5% | $4,131+39.6% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |