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 | $931 |
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 | $147,526 | $73,102+101.8% | $123,544+19.4% | $56,287+162.1% |
| Participation rate | 95.2% | 74.3%+20.9pp | 82.3%+12.9pp | 69.9%+25.3pp |
| Annual return | -5.48% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $3,167 | $2,977+6.4% | $4,628-31.6% | $2,111+50.0% |
| Participant deferral / active EE | $11,172 | $5,423+106.0% | $6,426+73.9% | $3,350+233.5% |
| Admin fee / account holder | $33 | $554-94.1% | $9,284-99.6% | $521-93.7% |