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 | -$24,435 |
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 | $85,524 | $48,576+76.1% | $169,463-49.5% | $56,287+51.9% |
| Participation rate | 89.7% | 65.8%+23.9pp | 77.8%+11.9pp | 69.9%+19.9pp |
| Annual return | -4.69% | -2.51%-2.2pp | 1.83%-6.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,536 | $1,559+62.7% | $4,159-39.0% | $2,111+20.1% |
| Participant deferral / active EE | $2,781 | $3,275-15.1% | $5,277-47.3% | $3,350-17.0% |
| Admin fee / account holder | -$218 | $435-150.1% | $9,109-102.4% | $521-141.9% |