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 | $1,745 |
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 | $74,194 | $45,283+63.8% | $155,790-52.4% | $52,331+41.8% |
| Participation rate | 98.1% | 62.2%+35.9pp | 76.1%+22.0pp | 68.1%+30.0pp |
| Annual return | -0.21% | 1.80%-2.0pp | 71.54%-71.8pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,369 | $1,329+78.3% | $3,836-38.2% | $1,882+25.9% |
| Participant deferral / active EE | $2,336 | $2,854-18.2% | $4,797-51.3% | $3,022-22.7% |
| Admin fee / account holder | $14 | $981-98.6% | $7,478-99.8% | $592-97.7% |