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 | $4,534 |
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 | $67,272 | $48,046+40.0% | $84,611-20.5% | $72,985-7.8% |
| Participation rate | 84.0% | 57.6%+26.4pp | 68.2%+15.8pp | 69.5%+14.5pp |
| Annual return | 18.88% | 37.38%-18.5pp | 258.74%-239.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,043 | $1,602+214.9% | $2,652+90.2% | $2,440+106.7% |
| Participant deferral / active EE | $6,271 | $2,680+134.0% | $3,899+60.9% | $3,607+73.8% |
| Admin fee / account holder | $46 | $3,395-98.6% | $4,912-99.1% | $5,124-99.1% |