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 7-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 | $40,762 |
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 | $49,305 | $74,347-33.7% | $93,606-47.3% | $67,579-27.0% |
| Participation rate | 91.6% | 80.6%+10.9pp | 75.8%+15.7pp | 71.3%+20.3pp |
| Annual return | 4538.25% | 28.07%+4510.2pp | 32.76%+4505.5pp | 378.56%+4159.7pp |
| Employer contribution / active EE | $1,209 | $2,583-53.2% | $2,718-55.5% | $2,148-43.7% |
| Participant deferral / active EE | $8,156 | $4,060+100.9% | $4,069+100.4% | $3,539+130.4% |
| Admin fee / account holder | $94 | $123-23.1% | $7,888-98.8% | $142-33.7% |