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 | -$12,107 |
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 | $138,416 | $62,132+122.8% | $185,823-25.5% | $73,488+88.4% |
| Participation rate | 87.6% | 67.8%+19.8pp | 78.0%+9.6pp | 70.7%+16.9pp |
| Annual return | 15.01% | 20.44%-5.4pp | 35.95%-20.9pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,966 | $1,681+76.4% | $4,087-27.4% | $2,270+30.6% |
| Participant deferral / active EE | $3,842 | $3,711+3.5% | $5,632-31.8% | $3,740+2.8% |
| Admin fee / account holder | -$106 | $419-125.4% | $9,500-101.1% | $513-120.7% |