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 | $1,344 |
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 | $60,258 | $86,332-30.2% | $125,175-51.9% | $65,185-7.6% |
| Participation rate | 94.8% | 75.3%+19.5pp | 79.8%+15.0pp | 70.2%+24.6pp |
| Annual return | 22.68% | 27.43%-4.7pp | 43.79%-21.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,009 | $2,040-50.5% | $3,865-73.9% | $2,177-53.6% |
| Participant deferral / active EE | $4,565 | $3,537+29.1% | $4,937-7.5% | $3,514+29.9% |
| Admin fee / account holder | $14 | $609-97.6% | $9,702-99.9% | $847-98.3% |