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 | $1,942 |
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 | $97,037 | $80,753+20.2% | $136,294-28.8% | $62,292+55.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.92% | 35.83%-17.9pp | 5155.94%-5138.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $7,610 | $2,884+163.9% | $4,695+62.1% | $2,042+272.6% |
| Participant deferral / active EE | $4,583 | $5,164-11.3% | $6,247-26.6% | $3,169+44.6% |
| Admin fee / account holder | $25 | $525-95.3% | $9,243-99.7% | $479-94.9% |