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 | $16,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,039 | $72,770-65.6% | $67,652-63.0% | $55,191-54.6% |
| Participation rate | 97.8% | 78.8%+19.0pp | 75.7%+22.1pp | 69.2%+28.6pp |
| Annual return | 30.75% | -3.26%+34.0pp | 6625.04%-6594.3pp | 10.78%+20.0pp |
| Employer contribution / active EE | $3,534 | $1,769+99.8% | $2,266+56.0% | $1,899+86.1% |
| Participant deferral / active EE | $4,583 | $3,408+34.5% | $3,560+28.7% | $3,046+50.4% |
| Admin fee / account holder | $21 | $79-73.1% | $4,821-99.6% | $91-76.6% |