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 | $2,405 |
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 | $98,806 | $89,355+10.6% | $141,162-30.0% | $72,985+35.4% |
| Participation rate | 91.6% | 75.1%+16.5pp | 82.5%+9.1pp | 69.5%+22.1pp |
| Annual return | 25.71% | 111.85%-86.1pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $2,479 | $3,114-20.4% | $4,735-47.7% | $2,440+1.6% |
| Participant deferral / active EE | $8,077 | $5,418+49.1% | $6,709+20.4% | $3,607+123.9% |
| Admin fee / account holder | $28 | $5,958-99.5% | $10,261-99.7% | $5,124-99.4% |