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 | $2,844 |
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 | $39,888 | $73,102-45.4% | $123,544-67.7% | $56,287-29.1% |
| Participation rate | 84.8% | 74.3%+10.4pp | 82.3%+2.5pp | 69.9%+14.9pp |
| Annual return | -6.93% | 3.01%-9.9pp | 119.20%-126.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,625 | $2,977-45.4% | $4,628-64.9% | $2,111-23.0% |
| Participant deferral / active EE | $5,256 | $5,423-3.1% | $6,426-18.2% | $3,350+56.9% |
| Admin fee / account holder | $17 | $554-97.0% | $9,284-99.8% | $521-96.8% |