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 | $388 |
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 | $76,342 | $78,705-3.0% | $117,854-35.2% | $70,131+8.9% |
| Participation rate | 74.2% | 73.2%+1.0pp | 79.7%-5.5pp | 69.5%+4.6pp |
| Annual return | 19.41% | 23.30%-3.9pp | 335.08%-315.7pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,679 | $2,223+20.5% | $3,786-29.2% | $2,342+14.4% |
| Participant deferral / active EE | $8,041 | $3,297+143.9% | $4,482+79.4% | $3,332+141.4% |
| Admin fee / account holder | $3 | $5,065-99.9% | $8,020-100.0% | $4,645-99.9% |