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 | $669 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $197,673 | $65,376+202.4% | $87,100+126.9% | $65,185+203.3% |
| Participation rate | 90.7% | 75.3%+15.3pp | 76.9%+13.8pp | 70.2%+20.5pp |
| Annual return | 26.54% | 31.27%-4.7pp | 28.19%-1.6pp | 29.38%-2.8pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,306 | $3,388+86.1% | $4,049+55.7% | $3,514+79.5% |
| Admin fee / account holder | $6 | $520-98.9% | $7,497-99.9% | $847-99.3% |