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 | $775 |
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 | $217,091 | $85,766+153.1% | $136,294+59.3% | $70,131+209.6% |
| Participation rate | 85.9% | 74.2%+11.7pp | 81.9%+4.0pp | 69.5%+16.4pp |
| Annual return | 20.63% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $5,453 | $2,966+83.8% | $4,695+16.1% | $2,342+132.8% |
| Participant deferral / active EE | $11,056 | $5,051+118.9% | $6,247+77.0% | $3,332+231.8% |
| Admin fee / account holder | $8 | $5,420-99.9% | $9,243-99.9% | $4,645-99.8% |