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 | $3,686 |
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 | $39,918 | $66,124-39.6% | $90,404-55.8% | $73,488-45.7% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 19.91% | 17.65%+2.3pp | 1293.02%-1273.1pp | 28.51%-8.6pp |
| Employer contribution / active EE | $5,746 | $2,346+144.9% | $3,262+76.1% | $2,270+153.1% |
| Participant deferral / active EE | $8,557 | $3,039+181.6% | $3,963+115.9% | $3,740+128.8% |
| Admin fee / account holder | $6 | $396-98.4% | $5,611-99.9% | $513-98.8% |