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 | -$1,318 |
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 | $69,587 | $62,267+11.8% | $110,238-36.9% | $55,725+24.9% |
| Participation rate | 95.2% | 78.1%+17.1pp | 79.8%+15.4pp | 70.9%+24.3pp |
| Annual return | -5.21% | -1.07%-4.1pp | 314.74%-319.9pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,091 | $1,941+7.7% | $3,826-45.4% | $2,078+0.6% |
| Participant deferral / active EE | $4,888 | $3,516+39.0% | $4,672+4.6% | $3,356+45.7% |
| Admin fee / account holder | -$2 | $121-101.3% | $8,547-100.0% | $115-101.3% |