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 | $3,525 |
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 | $33,786 | $73,102-53.8% | $123,544-72.7% | $56,287-40.0% |
| Participation rate | 86.4% | 74.3%+12.1pp | 82.3%+4.1pp | 69.9%+16.6pp |
| Annual return | -6.08% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $3,255 | $2,977+9.3% | $4,628-29.7% | $2,111+54.2% |
| Participant deferral / active EE | $7,998 | $5,423+47.5% | $6,426+24.5% | $3,350+138.8% |
| Admin fee / account holder | $23 | $554-95.9% | $9,284-99.8% | $521-95.6% |