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 | $3,238 |
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 | $66,075 | $81,474-18.9% | $133,956-50.7% | $73,488-10.1% |
| Participation rate | 94.9% | 76.4%+18.6pp | 79.8%+15.1pp | 70.7%+24.2pp |
| Annual return | 16.25% | 19.40%-3.2pp | 45.09%-28.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $840 | $2,209-62.0% | $3,919-78.6% | $2,270-63.0% |
| Participant deferral / active EE | $5,218 | $3,786+37.8% | $5,048+3.4% | $3,740+39.5% |
| Admin fee / account holder | $27 | $713-96.3% | $8,927-99.7% | $513-94.8% |