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 04-2654524 | Loan Processing | $2,450 |
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 | $600,459 | $104,475+474.7% | $159,436+276.6% | $79,386+656.4% |
| Participation rate | 95.9% | 76.6%+19.3pp | 82.8%+13.1pp | 70.7%+25.2pp |
| Annual return | 16.96% | 67.95%-51.0pp | 263.57%-246.6pp | 116.85%-99.9pp |
| Employer contribution / active EE | $16,695 | $3,417+388.6% | $4,829+245.7% | $2,427+587.8% |
| Participant deferral / active EE | $13,448 | $6,467+107.9% | $7,352+82.9% | $4,046+232.4% |
| Admin fee / account holder | $144 | $711-79.8% | $10,799-98.7% | $626-77.1% |