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 | $475 |
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 | $91,624 | $77,813+17.7% | $123,544-25.8% | $64,186+42.7% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.0pp |
| Annual return | -5.61% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,490 | $3,014-50.6% | $4,628-67.8% | $2,381-37.4% |
| Participant deferral / active EE | $8,212 | $5,240+56.7% | $6,426+27.8% | $3,470+136.7% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |