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 | $2,069 |
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 | $76,518 | $50,898+50.3% | $171,082-55.3% | $55,167+38.7% |
| Participation rate | 92.3% | 63.3%+29.0pp | 76.7%+15.6pp | 69.0%+23.3pp |
| Annual return | 6.34% | 15.34%-9.0pp | 32.56%-26.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,367 | $1,433+65.2% | $4,002-40.8% | $1,963+20.6% |
| Participant deferral / active EE | $2,394 | $2,994-20.0% | $4,797-50.1% | $3,054-21.6% |
| Admin fee / account holder | $17 | $500-96.6% | $8,520-99.8% | $504-96.6% |