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 | $46,972 |
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 | $60,146 | $85,135-29.4% | $98,907-39.2% | $73,409-18.1% |
| Participation rate | 91.8% | 81.1%+10.7pp | 76.0%+15.8pp | 72.2%+19.7pp |
| Annual return | 20.35% | 19.14%+1.2pp | 196.43%-176.1pp | 59.29%-38.9pp |
| Employer contribution / active EE | $1,195 | $2,721-56.1% | $2,689-55.6% | $2,234-46.5% |
| Participant deferral / active EE | $8,184 | $4,349+88.2% | $4,244+92.8% | $3,805+115.1% |
| Admin fee / account holder | $106 | $139-23.9% | $6,642-98.4% | $158-32.9% |