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 35-0145825 | Loan Processing | $84,099 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $13,414 |
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 | $107,739 | $62,132+73.4% | $185,823-42.0% | $73,488+46.6% |
| Participation rate | 88.4% | 67.8%+20.6pp | 78.0%+10.4pp | 70.7%+17.8pp |
| Annual return | 22.37% | 20.44%+1.9pp | 35.95%-13.6pp | 28.51%-6.1pp |
| Employer contribution / active EE | $2,497 | $1,681+48.5% | $4,087-38.9% | $2,270+10.0% |
| Participant deferral / active EE | $7,883 | $3,711+112.4% | $5,632+40.0% | $3,740+110.8% |
| Admin fee / account holder | $0 | $419-100.0% | $9,500-100.0% | $513-100.0% |