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 8-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 | $1,575 |
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 | $84,689 | $99,957-15.3% | $149,696-43.4% | $73,488+15.2% |
| Participation rate | 97.5% | 75.7%+21.8pp | 82.5%+15.1pp | 70.7%+26.9pp |
| Annual return | 31.45% | 53.87%-22.4pp | 276.60%-245.2pp | 28.51%+2.9pp |
| Employer contribution / active EE | $3,279 | $3,191+2.7% | $4,644-29.4% | $2,270+44.4% |
| Participant deferral / active EE | $11,114 | $6,073+83.0% | $6,842+62.4% | $3,740+197.2% |
| Admin fee / account holder | $6 | $551-98.9% | $9,309-99.9% | $513-98.8% |