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 | $739,796 |
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 | $136,099 | $56,882+139.3% | $60,547+124.8% | $67,505+101.6% |
| Participation rate | 97.7% | 66.9%+30.8pp | 68.0%+29.8pp | 71.2%+26.5pp |
| Annual return | 2.29% | -0.06%+2.4pp | 335.64%-333.4pp | 6.52%-4.2pp |
| Employer contribution / active EE | $9,297 | $2,085+345.9% | $2,419+284.3% | $2,173+327.9% |
| Participant deferral / active EE | $8,292 | $3,091+168.2% | $3,328+149.2% | $3,597+130.6% |
| Admin fee / account holder | $88 | $65+36.2% | $4,536-98.1% | $56+57.4% |