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 | $19,494 |
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 | $127,519 | $79,519+60.4% | $95,952+32.9% | $73,409+73.7% |
| Participation rate | 97.1% | 81.2%+16.0pp | 77.1%+20.1pp | 72.2%+25.0pp |
| Annual return | 17.72% | 19.20%-1.5pp | 91.61%-73.9pp | 59.29%-41.6pp |
| Employer contribution / active EE | $4,658 | $2,048+127.5% | $2,541+83.3% | $2,234+108.5% |
| Participant deferral / active EE | $9,658 | $4,138+133.4% | $4,167+131.8% | $3,805+153.8% |
| Admin fee / account holder | $24 | $184-87.1% | $6,795-99.7% | $158-85.0% |