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 | $60,860 |
Service code 55 · EIN 38-1961943 | Other Commissions | $33,172 |
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 | $65,406 | $58,879+11.1% | $178,490-63.4% | $73,488-11.0% |
| Participation rate | 78.5% | 66.2%+12.2pp | 81.9%-3.5pp | 70.7%+7.8pp |
| Annual return | 13.21% | 24.86%-11.7pp | 151.07%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $387 | $2,236-82.7% | $5,011-92.3% | $2,270-83.0% |
| Participant deferral / active EE | $2,435 | $2,567-5.2% | $5,202-53.2% | $3,740-34.9% |
| Admin fee / account holder | $270 | $400-32.4% | $13,984-98.1% | $513-47.3% |