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 | $2,219 |
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 | $69,518 | $60,165+15.5% | $74,183-6.3% | $55,167+26.0% |
| Participation rate | 97.4% | 74.2%+23.3pp | 76.6%+20.8pp | 69.0%+28.4pp |
| Annual return | 6.53% | 10.00%-3.5pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,231 | $1,600-23.0% | $2,370-48.1% | $1,963-37.3% |
| Participant deferral / active EE | $2,182 | $2,973-26.6% | $3,550-38.5% | $3,054-28.6% |
| Admin fee / account holder | $37 | $419-91.1% | $5,586-99.3% | $504-92.6% |