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 | $6,488 |
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 | $54,702 | $81,474-32.9% | $133,956-59.2% | $73,488-25.6% |
| Participation rate | 84.2% | 76.4%+7.9pp | 79.8%+4.4pp | 70.7%+13.5pp |
| Annual return | 23.26% | 19.40%+3.9pp | 45.09%-21.8pp | 28.51%-5.3pp |
| Employer contribution / active EE | $2,160 | $2,209-2.2% | $3,919-44.9% | $2,270-4.8% |
| Participant deferral / active EE | $6,154 | $3,786+62.5% | $5,048+21.9% | $3,740+64.6% |
| Admin fee / account holder | $42 | $713-94.1% | $8,927-99.5% | $513-91.8% |