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 | $11,194 |
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 | $52,503 | $107,378-51.1% | $108,579-51.6% | $57,658-8.9% |
| Participation rate | 96.0% | 77.1%+18.9pp | 79.6%+16.5pp | 70.2%+25.8pp |
| Annual return | 6.54% | 12.80%-6.3pp | -51.70%+58.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $828 | $1,782-53.5% | $3,758-78.0% | $1,974-58.0% |
| Participant deferral / active EE | $4,731 | $3,221+46.9% | $4,311+9.8% | $3,061+54.6% |
| Admin fee / account holder | $13 | $108-87.7% | $7,645-99.8% | $95-85.9% |