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 | $3,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,530 | $81,474-69.9% | $133,956-81.7% | $73,488-66.6% |
| Participation rate | 82.1% | 76.4%+5.7pp | 79.8%+2.2pp | 70.7%+11.4pp |
| Annual return | 30.05% | 19.40%+10.6pp | 45.09%-15.0pp | 28.51%+1.5pp |
| Employer contribution / active EE | $589 | $2,209-73.3% | $3,919-85.0% | $2,270-74.0% |
| Participant deferral / active EE | $2,031 | $3,786-46.4% | $5,048-59.8% | $3,740-45.7% |
| Admin fee / account holder | $22 | $713-97.0% | $8,927-99.8% | $513-95.8% |