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 | $5,715 |
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 | $49,046 | $42,383+15.7% | $76,523-35.9% | $64,186-23.6% |
| Participation rate | 87.3% | 58.1%+29.2pp | 68.0%+19.3pp | 69.6%+17.8pp |
| Annual return | -5.22% | -16.54%+11.3pp | -0.27%-5.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,481 | $1,563+122.7% | $2,647+31.5% | $2,381+46.2% |
| Participant deferral / active EE | $4,410 | $2,566+71.8% | $3,835+15.0% | $3,470+27.1% |
| Admin fee / account holder | $51 | $3,198-98.4% | $4,848-98.9% | $4,888-99.0% |