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 | $2,638 |
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 | $34,271 | $80,753-57.6% | $136,294-74.9% | $62,292-45.0% |
| Participation rate | 86.4% | 73.5%+12.9pp | 81.9%+4.5pp | 69.5%+16.9pp |
| Annual return | 20.48% | 35.83%-15.3pp | 5155.94%-5135.5pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,438 | $2,884-15.5% | $4,695-48.1% | $2,042+19.4% |
| Participant deferral / active EE | $6,049 | $5,164+17.1% | $6,247-3.2% | $3,169+90.9% |
| Admin fee / account holder | $17 | $525-96.7% | $9,243-99.8% | $479-96.4% |