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 | $981 |
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 | $48,792 | $72,177-32.4% | $115,037-57.6% | $59,632-18.2% |
| Participation rate | 88.8% | 72.6%+16.2pp | 81.4%+7.4pp | 68.7%+20.1pp |
| Annual return | 0.32% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,383 | $2,841-51.3% | $4,608-70.0% | $2,203-37.2% |
| Participant deferral / active EE | $3,223 | $4,783-32.6% | $6,026-46.5% | $3,192+1.0% |
| Admin fee / account holder | $11 | $4,927-99.8% | $8,175-99.9% | $4,297-99.7% |