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 | -$13,037 |
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 | $129,164 | $56,972+126.7% | $182,532-29.2% | $65,185+98.2% |
| Participation rate | 80.7% | 66.5%+14.2pp | 78.0%+2.7pp | 70.2%+10.5pp |
| Annual return | 53.61% | 27.67%+25.9pp | 148.54%-94.9pp | 29.38%+24.2pp |
| Employer contribution / active EE | $2,683 | $1,615+66.2% | $4,076-34.2% | $2,177+23.3% |
| Participant deferral / active EE | $3,143 | $3,526-10.9% | $5,524-43.1% | $3,514-10.6% |
| Admin fee / account holder | -$114 | $528-121.6% | $8,592-101.3% | $847-113.5% |