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 | $954 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,425 | $42,546-42.6% | $71,796-66.0% | $55,167-55.7% |
| Participation rate | 86.3% | 59.1%+27.2pp | 69.1%+17.2pp | 69.0%+17.3pp |
| Annual return | 651.29% | 12.36%+638.9pp | 78.04%+573.3pp | 169.23%+482.1pp |
| Employer contribution / active EE | $820 | $803+2.0% | $1,924-57.4% | $1,963-58.2% |
| Participant deferral / active EE | $2,065 | $2,0640% | $2,794-26.1% | $3,054-32.4% |
| Admin fee / account holder | $11 | $650-98.4% | $4,815-99.8% | $504-97.9% |