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 | $14,657 |
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 | $53,273 | $100,801-47.1% | $149,696-64.4% | $73,409-27.4% |
| Participation rate | 72.7% | 77.7%-5.0pp | 82.5%-9.8pp | 72.2%+0.5pp |
| Annual return | 21.58% | 265.34%-243.8pp | 276.60%-255.0pp | 59.29%-37.7pp |
| Employer contribution / active EE | $2,057 | $3,312-37.9% | $4,644-55.7% | $2,234-7.9% |
| Participant deferral / active EE | $4,527 | $6,404-29.3% | $6,842-33.8% | $3,805+19.0% |
| Admin fee / account holder | $49 | $181-72.9% | $9,309-99.5% | $158-69.0% |