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 | $4,838 |
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 | $46,983 | $66,302-29.1% | $110,238-57.4% | $56,287-16.5% |
| Participation rate | 96.4% | 74.9%+21.4pp | 79.8%+16.5pp | 69.9%+26.5pp |
| Annual return | -6.38% | -1.18%-5.2pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $956 | $2,047-53.3% | $3,826-75.0% | $2,111-54.7% |
| Participant deferral / active EE | $5,893 | $3,381+74.3% | $4,672+26.1% | $3,350+75.9% |
| Admin fee / account holder | $27 | $698-96.1% | $8,547-99.7% | $521-94.7% |