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 | $3,545 |
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 | $59,655 | $75,183-20.7% | $123,892-51.8% | $55,167+8.1% |
| Participation rate | 90.0% | 72.8%+17.2pp | 81.4%+8.6pp | 69.0%+21.0pp |
| Annual return | 17.12% | 19.01%-1.9pp | 47.52%-30.4pp | 169.23%-152.1pp |
| Employer contribution / active EE | $4,118 | $2,823+45.8% | $4,617-10.8% | $1,963+109.8% |
| Participant deferral / active EE | $12,183 | $5,084+139.6% | $5,984+103.6% | $3,054+298.9% |
| Admin fee / account holder | $21 | $663-96.8% | $8,357-99.7% | $504-95.8% |