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 | $6,047 |
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 | $32,552 | $50,666-35.8% | $76,817-57.6% | $65,185-50.1% |
| Participation rate | 97.6% | 68.8%+28.8pp | 72.1%+25.5pp | 70.2%+27.4pp |
| Annual return | 19.04% | 28.51%-9.5pp | 1166.11%-1147.1pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,925 | $1,575+22.2% | $2,302-16.4% | $2,177-11.6% |
| Participant deferral / active EE | $4,219 | $2,647+59.4% | $3,336+26.5% | $3,514+20.1% |
| Admin fee / account holder | $266 | $463-42.6% | $6,420-95.9% | $847-68.6% |