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 | $18,124 |
Service code 29 · EIN 91-1917286 | Legal | $6,960 |
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 | $76,741 | $155,795-50.7% | $136,294-43.7% | $69,631+10.2% |
| Participation rate | 95.7% | 75.2%+20.4pp | 81.9%+13.7pp | 70.7%+25.0pp |
| Annual return | 21.03% | 232464.33%-232443.3pp | 5155.94%-5134.9pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $4,553 | $2,991+52.2% | $4,695-3.0% | $2,032+124.0% |
| Participant deferral / active EE | $9,414 | $5,394+74.5% | $6,247+50.7% | $3,224+192.0% |
| Admin fee / account holder | $50 | $128-61.3% | $9,243-99.5% | $110-55.1% |