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 | $2,294 |
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 | $86,635 | $61,214+41.5% | $83,333+4.0% | $56,287+53.9% |
| Participation rate | 93.9% | 72.6%+21.3pp | 77.8%+16.1pp | 69.9%+24.1pp |
| Annual return | -5.92% | 0.42%-6.3pp | 10.63%-16.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,266 | $1,925+17.7% | $3,379-32.9% | $2,111+7.3% |
| Participant deferral / active EE | $7,058 | $5,091+38.6% | $5,565+26.8% | $3,350+110.7% |
| Admin fee / account holder | $13 | $512-97.4% | $7,510-99.8% | $521-97.4% |