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 8-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 | $2,833 |
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 | $84,402 | $75,183+12.3% | $123,892-31.9% | $55,167+53.0% |
| Participation rate | 98.1% | 72.8%+25.3pp | 81.4%+16.7pp | 69.0%+29.1pp |
| Annual return | 12.11% | 19.01%-6.9pp | 47.52%-35.4pp | 169.23%-157.1pp |
| Employer contribution / active EE | $4,423 | $2,823+56.6% | $4,617-4.2% | $1,963+125.3% |
| Participant deferral / active EE | $4,018 | $5,084-21.0% | $5,984-32.9% | $3,054+31.6% |
| Admin fee / account holder | $21 | $663-96.9% | $8,357-99.8% | $504-95.9% |