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 | $1,145 |
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 | $120,513 | $75,183+60.3% | $123,892-2.7% | $55,167+118.5% |
| Participation rate | 88.4% | 72.8%+15.6pp | 81.4%+7.0pp | 69.0%+19.4pp |
| Annual return | 8.60% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,756 | $2,823-2.4% | $4,617-40.3% | $1,963+40.4% |
| Participant deferral / active EE | $8,758 | $5,084+72.2% | $5,984+46.3% | $3,054+186.7% |
| Admin fee / account holder | $16 | $663-97.5% | $8,357-99.8% | $504-96.8% |