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 9-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 | $64,708 |
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 | $67,270 | $62,267+8.0% | $110,238-39.0% | $55,725+20.7% |
| Participation rate | 87.1% | 78.1%+9.0pp | 79.8%+7.3pp | 70.9%+16.3pp |
| Annual return | -4.69% | -1.07%-3.6pp | 314.74%-319.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,550 | $1,941+31.4% | $3,826-33.4% | $2,078+22.7% |
| Participant deferral / active EE | $5,112 | $3,516+45.4% | $4,672+9.4% | $3,356+52.4% |
| Admin fee / account holder | $99 | $121-18.0% | $8,547-98.8% | $115-14.0% |