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 5-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 | $6,500 |
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 | $16,745 | $52,293-68.0% | $178,490-90.6% | $73,409-77.2% |
| Participation rate | 88.0% | 65.3%+22.6pp | 81.9%+6.0pp | 72.2%+15.8pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.07%-151.1pp | 59.29%-59.3pp |
| Employer contribution / active EE | $854 | $1,735-50.8% | $5,011-82.9% | $2,234-61.7% |
| Participant deferral / active EE | $2,033 | $2,332-12.8% | $5,202-60.9% | $3,805-46.6% |
| Admin fee / account holder | $20 | $127-84.4% | $13,984-99.9% | $158-87.4% |