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 | $8,725 |
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 | $73,610 | $81,537-9.7% | $149,718-50.8% | $69,631+5.7% |
| Participation rate | 93.6% | 86.1%+7.5pp | 87.1%+6.6pp | 70.7%+23.0pp |
| Annual return | 19.94% | 22.79%-2.8pp | 1501.63%-1481.7pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $3,255 | $3,239+0.5% | $5,445-40.2% | $2,032+60.2% |
| Participant deferral / active EE | $4,570 | $4,994-8.5% | $6,569-30.4% | $3,224+41.8% |
| Admin fee / account holder | $23 | $107-78.4% | $11,283-99.8% | $110-79.1% |