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 | $1,183 |
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 | $117,282 | $98,750+18.8% | $149,696-21.7% | $79,858+46.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.61% | 27.43%-0.8pp | 276.60%-250.0pp | 31.71%-5.1pp |
| Employer contribution / active EE | $3,550 | $3,216+10.4% | $4,644-23.6% | $2,471+43.7% |
| Participant deferral / active EE | $7,694 | $5,680+35.5% | $6,842+12.5% | $3,740+105.7% |
| Admin fee / account holder | $17 | $6,053-99.7% | $9,309-99.8% | $5,306-99.7% |