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 | $25,623 |
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 | $56,047 | $55,790+0.5% | $76,817-27.0% | $67,579-17.1% |
| Participation rate | 74.4% | 71.1%+3.3pp | 72.1%+2.4pp | 71.3%+3.2pp |
| Annual return | 24.66% | 64.45%-39.8pp | 1166.11%-1141.5pp | 378.56%-353.9pp |
| Employer contribution / active EE | $1,561 | $1,810-13.7% | $2,302-32.2% | $2,148-27.3% |
| Participant deferral / active EE | $3,891 | $2,875+35.4% | $3,336+16.7% | $3,539+9.9% |
| Admin fee / account holder | $116 | $159-27.0% | $6,420-98.2% | $142-18.4% |