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 | $4,013 |
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 | $43,098 | $89,652-51.9% | $141,162-69.5% | $65,185-33.9% |
| Participation rate | 71.0% | 74.7%-3.7pp | 82.5%-11.5pp | 70.2%+0.8pp |
| Annual return | 24.41% | 32.79%-8.4pp | 71.39%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $2,539 | $3,065-17.1% | $4,735-46.4% | $2,177+16.7% |
| Participant deferral / active EE | $6,056 | $5,691+6.4% | $6,709-9.7% | $3,514+72.4% |
| Admin fee / account holder | $27 | $569-95.3% | $10,261-99.7% | $847-96.8% |