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 | $4,250 |
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 | $73,958 | $80,753-8.4% | $136,294-45.7% | $62,292+18.7% |
| Participation rate | 85.1% | 73.5%+11.6pp | 81.9%+3.2pp | 69.5%+15.6pp |
| Annual return | 33.45% | 35.83%-2.4pp | 5155.94%-5122.5pp | 28.90%+4.6pp |
| Employer contribution / active EE | $3,687 | $2,884+27.9% | $4,695-21.5% | $2,042+80.5% |
| Participant deferral / active EE | $10,740 | $5,164+108.0% | $6,247+71.9% | $3,169+238.9% |
| Admin fee / account holder | $21 | $525-96.1% | $9,243-99.8% | $479-95.7% |