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 | $7,670 |
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 | $88,016 | $88,122-0.1% | $141,162-37.6% | $67,579+30.2% |
| Participation rate | 87.9% | 76.5%+11.4pp | 82.5%+5.4pp | 71.3%+16.6pp |
| Annual return | 28.35% | 75.40%-47.1pp | 71.39%-43.0pp | 378.56%-350.2pp |
| Employer contribution / active EE | $4,256 | $3,224+32.0% | $4,735-10.1% | $2,148+98.2% |
| Participant deferral / active EE | $7,361 | $5,958+23.5% | $6,709+9.7% | $3,539+108.0% |
| Admin fee / account holder | $8 | $131-94.0% | $10,261-99.9% | $142-94.4% |