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 | $20,484 |
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 | $143,158 | $71,666+99.8% | $117,854+21.5% | $69,631+105.6% |
| Participation rate | 84.4% | 77.5%+6.8pp | 79.7%+4.7pp | 70.7%+13.7pp |
| Annual return | 15.21% | 18.86%-3.6pp | 335.08%-319.9pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $3,125 | $1,889+65.4% | $3,786-17.5% | $2,032+53.8% |
| Participant deferral / active EE | $6,038 | $3,340+80.8% | $4,482+34.7% | $3,224+87.3% |
| Admin fee / account holder | $28 | $120-77.1% | $8,020-99.7% | $110-75.0% |