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 9-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 | $1,900 |
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 | $60,431 | $50,637+19.3% | $86,590-30.2% | $62,292-3.0% |
| Participation rate | 84.9% | 67.9%+17.0pp | 73.5%+11.4pp | 69.5%+15.4pp |
| Annual return | 18.13% | 20.80%-2.7pp | 964.84%-946.7pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,009 | $2,075-51.4% | $2,839-64.5% | $2,042-50.6% |
| Participant deferral / active EE | $2,926 | $2,611+12.1% | $3,609-18.9% | $3,169-7.7% |
| Admin fee / account holder | $13 | $413-97.0% | $4,906-99.7% | $479-97.4% |