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 7-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 | $6,062 |
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 | $191,566 | $71,666+167.3% | $117,854+62.5% | $69,631+175.1% |
| Participation rate | 90.6% | 77.5%+13.1pp | 79.7%+11.0pp | 70.7%+19.9pp |
| Annual return | 19.81% | 18.86%+0.9pp | 335.08%-315.3pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $2,523 | $1,889+33.5% | $3,786-33.4% | $2,032+24.1% |
| Participant deferral / active EE | $6,584 | $3,340+97.1% | $4,482+46.9% | $3,224+104.2% |
| Admin fee / account holder | $14 | $120-88.6% | $8,020-99.8% | $110-87.6% |