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 8-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 | $1,049 |
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 | $32,764 | $58,083-43.6% | $80,019-59.1% | $56,287-41.8% |
| Participation rate | 98.4% | 73.6%+24.8pp | 75.8%+22.6pp | 69.9%+28.6pp |
| Annual return | 0.00% | 34.61%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,265 | $1,932-34.5% | $2,468-48.7% | $2,111-40.1% |
| Participant deferral / active EE | $2,857 | $3,135-8.9% | $3,686-22.5% | $3,350-14.7% |
| Admin fee / account holder | $6 | $623-99.1% | $6,521-99.9% | $521-98.9% |