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 | -$18,456 |
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 | $78,272 | $69,305+12.9% | $82,313-4.9% | $69,631+12.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 19.17% | 21.47%-2.3pp | 25.88%-6.7pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $2,499 | $1,887+32.5% | $2,428+2.9% | $2,032+23.0% |
| Participant deferral / active EE | $5,311 | $3,568+48.8% | $3,706+43.3% | $3,224+64.7% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |