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 | $2,731 |
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 | $69,797 | $64,909+7.5% | $82,313-15.2% | $62,292+12.0% |
| Participation rate | 97.5% | 74.9%+22.7pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 16.06% | 21.18%-5.1pp | 25.88%-9.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,304 | $1,676-22.2% | $2,428-46.3% | $2,042-36.2% |
| Participant deferral / active EE | $2,281 | $3,103-26.5% | $3,706-38.4% | $3,169-28.0% |
| Admin fee / account holder | $42 | $440-90.4% | $5,608-99.2% | $479-91.2% |