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 | $25,555 |
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 | $96,686 | $65,118+48.5% | $76,768+25.9% | $55,725+73.5% |
| Participation rate | 99.8% | 79.6%+20.2pp | 77.0%+22.9pp | 70.9%+29.0pp |
| Annual return | -4.46% | -1.27%-3.2pp | 2.43%-6.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $8,372 | $1,941+331.3% | $2,485+236.9% | $2,078+302.8% |
| Participant deferral / active EE | $9,977 | $3,688+170.5% | $3,852+159.0% | $3,356+197.3% |
| Admin fee / account holder | $33 | $116-71.8% | $6,675-99.5% | $115-71.6% |