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 | $726 |
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 | $147,544 | $80,753+82.7% | $136,294+8.3% | $62,292+136.9% |
| Participation rate | 93.5% | 73.5%+19.9pp | 81.9%+11.5pp | 69.5%+23.9pp |
| Annual return | 21.39% | 35.83%-14.4pp | 5155.94%-5134.6pp | 28.90%-7.5pp |
| Employer contribution / active EE | $3,212 | $2,884+11.4% | $4,695-31.6% | $2,042+57.3% |
| Participant deferral / active EE | $10,529 | $5,164+103.9% | $6,247+68.5% | $3,169+232.2% |
| Admin fee / account holder | $21 | $525-95.9% | $9,243-99.8% | $479-95.5% |