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 9-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 | $463 |
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 | $31,781 | $85,202-62.7% | $172,739-81.6% | $72,985-56.5% |
| Participation rate | 73.4% | 70.1%+3.3pp | 82.6%-9.2pp | 69.5%+3.9pp |
| Annual return | 26.01% | 27.32%-1.3pp | 802.84%-776.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,670 | $3,324-19.7% | $5,143-48.1% | $2,440+9.4% |
| Participant deferral / active EE | $5,406 | $3,260+65.8% | $5,198+4.0% | $3,607+49.8% |
| Admin fee / account holder | $3 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |