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 | $0 |
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 | $131,316 | $51,620+154.4% | $90,281+45.5% | $65,185+101.5% |
| Participation rate | 98.5% | 68.6%+29.8pp | 73.3%+25.2pp | 70.2%+28.3pp |
| Annual return | 26.09% | 24.94%+1.2pp | 78.10%-52.0pp | 29.38%-3.3pp |
| Employer contribution / active EE | $11,399 | $2,235+410.1% | $2,854+299.3% | $2,177+423.7% |
| Participant deferral / active EE | $12,253 | $2,871+326.9% | $3,885+215.4% | $3,514+248.7% |
| Admin fee / account holder | $31 | $384-91.9% | $5,351-99.4% | $847-96.3% |