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 | $863 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $74,346 | $49,138+51.3% | $84,015-11.5% | $65,185+14.1% |
| Participation rate | 81.3% | 60.7%+20.6pp | 69.0%+12.3pp | 70.2%+11.1pp |
| Annual return | 25.55% | 23.00%+2.6pp | 71.31%-45.8pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,725 | $914+88.8% | $1,983-13.0% | $2,177-20.8% |
| Participant deferral / active EE | $5,749 | $2,397+139.9% | $3,239+77.5% | $3,514+63.6% |
| Admin fee / account holder | $7 | $543-98.7% | $6,101-99.9% | $847-99.2% |