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 | -$22,758 |
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 | $74,640 | $65,118+14.6% | $76,768-2.8% | $55,725+33.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -5.66% | -1.27%-4.4pp | 2.43%-8.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,746 | $1,941+41.5% | $2,485+10.5% | $2,078+32.1% |
| Participant deferral / active EE | $6,015 | $3,688+63.1% | $3,852+56.2% | $3,356+79.3% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |