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 | $2,358 |
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 | $31,518 | $48,064-34.4% | $78,778-60.0% | $69,631-54.7% |
| Participation rate | 91.6% | 61.6%+30.0pp | 69.2%+22.4pp | 70.7%+20.9pp |
| Annual return | 144.03% | 21.81%+122.2pp | 35.62%+108.4pp | 27571.02%-27427.0pp |
| Employer contribution / active EE | $928 | $744+24.9% | $1,986-53.2% | $2,032-54.3% |
| Participant deferral / active EE | $2,360 | $2,079+13.5% | $2,958-20.2% | $3,224-26.8% |
| Admin fee / account holder | $18 | $152-88.0% | $5,134-99.6% | $110-83.5% |