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 | $663 |
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 | $92,916 | $54,573+70.3% | $90,951+2.2% | $73,488+26.4% |
| Participation rate | 83.1% | 61.2%+21.9pp | 69.0%+14.0pp | 70.7%+12.4pp |
| Annual return | 18.63% | 16.69%+1.9pp | 134.60%-116.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,240 | $991+125.9% | $2,122+5.5% | $2,270-1.3% |
| Participant deferral / active EE | $7,465 | $2,517+196.6% | $3,373+121.3% | $3,740+99.6% |
| Admin fee / account holder | $6 | $521-98.9% | $5,959-99.9% | $513-98.9% |