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 | -$11,343 |
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 | $111,759 | $79,519+40.5% | $95,952+16.5% | $73,409+52.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 14.58% | 19.20%-4.6pp | 91.61%-77.0pp | 59.29%-44.7pp |
| Employer contribution / active EE | $2,776 | $2,048+35.5% | $2,541+9.2% | $2,234+24.3% |
| Participant deferral / active EE | $6,986 | $4,138+68.8% | $4,167+67.7% | $3,805+83.6% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |