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 | $15,270 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $14,995 |
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 | $39,535 | $79,519-50.3% | $95,952-58.8% | $73,409-46.1% |
| Participation rate | 87.4% | 81.2%+6.3pp | 77.1%+10.4pp | 72.2%+15.3pp |
| Annual return | 18.51% | 19.20%-0.7pp | 91.61%-73.1pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,591 | $2,048-22.3% | $2,541-37.4% | $2,234-28.8% |
| Participant deferral / active EE | $2,910 | $4,138-29.7% | $4,167-30.2% | $3,805-23.5% |
| Admin fee / account holder | $75 | $184-59.5% | $6,795-98.9% | $158-52.7% |