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 | -$67,124 |
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 | $73,548 | $78,419-6.2% | $133,956-45.1% | $73,409+0.2% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.8%+19.2pp | 72.2%+26.9pp |
| Annual return | 14.33% | 33.35%-19.0pp | 45.09%-30.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $895 | $2,044-56.2% | $3,919-77.2% | $2,234-59.9% |
| Participant deferral / active EE | $3,796 | $3,925-3.3% | $5,048-24.8% | $3,805-0.2% |
| Admin fee / account holder | -$82 | $161-151.0% | $8,927-100.9% | $158-152.1% |