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 | $756 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $293,432 | $72,277+306.0% | $101,248+189.8% | $79,858+267.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.27% | 22.30%-9.0pp | 46.47%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $5,163 | $2,692+91.8% | $3,660+41.1% | $2,471+109.0% |
| Participant deferral / active EE | $11,236 | $3,282+242.4% | $4,370+157.1% | $3,740+200.4% |
| Admin fee / account holder | $25 | $4,400-99.4% | $5,945-99.6% | $5,306-99.5% |