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 |
|---|---|---|
INTERNAL REVENUE SERVICE1 year Service code 50 · EIN 61-1785271 | Direct Payment | $12,468 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$159,811 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $335,975 | $122,709+173.8% | $88,497+279.6% | $57,658+482.7% |
| Participation rate | 96.7% | 89.9%+6.8pp | 82.4%+14.3pp | 70.2%+26.4pp |
| Annual return | 6.72% | 10.63%-3.9pp | 7.63%-0.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $10,227 | $4,531+125.7% | $4,036+153.4% | $1,974+418.2% |
| Participant deferral / active EE | $10,804 | $6,704+61.2% | $4,899+120.5% | $3,061+253.0% |
| Admin fee / account holder | -$140 | $93-250.8% | $6,220-102.2% | $95-247.8% |