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 | $7,306 |
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 | $62,098 | $50,106+23.9% | $70,014-11.3% | $57,658+7.7% |
| Participation rate | 73.1% | 70.9%+2.3pp | 71.8%+1.3pp | 70.2%+2.9pp |
| Annual return | 9.24% | 14.58%-5.3pp | 12.99%-3.7pp | 5.13%+4.1pp |
| Employer contribution / active EE | $1,108 | $1,739-36.3% | $2,338-52.6% | $1,974-43.8% |
| Participant deferral / active EE | $1,813 | $2,486-27.0% | $2,931-38.1% | $3,061-40.7% |
| Admin fee / account holder | $20 | $89-77.9% | $4,380-99.6% | $95-79.2% |