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 | $77,122 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $43,507 |
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 | $96,607 | $88,515+9.1% | $162,163-40.4% | $67,579+43.0% |
| Participation rate | 93.7% | 86.8%+6.9pp | 87.6%+6.1pp | 71.3%+22.4pp |
| Annual return | 25.45% | 27.04%-1.6pp | 115.59%-90.1pp | 378.56%-353.1pp |
| Employer contribution / active EE | $3,237 | $3,563-9.1% | $5,614-42.3% | $2,148+50.7% |
| Participant deferral / active EE | $6,260 | $5,724+9.4% | $7,298-14.2% | $3,539+76.9% |
| Admin fee / account holder | $205 | $124+65.6% | $10,843-98.1% | $142+43.9% |