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 | $2,426 |
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 | $93,516 | $88,122+6.1% | $141,162-33.8% | $67,579+38.4% |
| Participation rate | 86.2% | 76.5%+9.8pp | 82.5%+3.8pp | 71.3%+14.9pp |
| Annual return | 21.67% | 75.40%-53.7pp | 71.39%-49.7pp | 378.56%-356.9pp |
| Employer contribution / active EE | $2,008 | $3,224-37.7% | $4,735-57.6% | $2,148-6.5% |
| Participant deferral / active EE | $6,272 | $5,958+5.3% | $6,709-6.5% | $3,539+77.2% |
| Admin fee / account holder | $13 | $131-89.9% | $10,261-99.9% | $142-90.7% |