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 | $175 |
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 | $110,469 | $74,089+49.1% | $133,980-17.5% | $55,167+100.2% |
| Participation rate | 97.7% | 84.3%+13.4pp | 87.1%+10.6pp | 69.0%+28.7pp |
| Annual return | 8.26% | 12.11%-3.8pp | 29.30%-21.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $6,057 | $3,064+97.7% | $5,211+16.2% | $1,963+208.6% |
| Participant deferral / active EE | $12,196 | $4,678+160.7% | $6,282+94.1% | $3,054+299.3% |
| Admin fee / account holder | $4 | $458-99.2% | $9,324-100.0% | $504-99.2% |