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 | $46,182 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,617 |
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 | $85,630 | $78,419+9.2% | $133,956-36.1% | $73,409+16.6% |
| Participation rate | 85.4% | 78.6%+6.8pp | 79.8%+5.5pp | 72.2%+13.2pp |
| Annual return | 16.21% | 33.35%-17.1pp | 45.09%-28.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $2,984 | $2,044+46.0% | $3,919-23.8% | $2,234+33.6% |
| Participant deferral / active EE | $5,735 | $3,925+46.1% | $5,048+13.6% | $3,805+50.7% |
| Admin fee / account holder | $209 | $161+29.3% | $8,927-97.7% | $158+32.2% |