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 | $552 |
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 | $191,842 | $74,089+158.9% | $133,980+43.2% | $55,167+247.7% |
| Participation rate | 92.6% | 84.3%+8.3pp | 87.1%+5.5pp | 69.0%+23.6pp |
| Annual return | 12.06% | 12.11%-0.1pp | 29.30%-17.2pp | 169.23%-157.2pp |
| Employer contribution / active EE | $8,696 | $3,064+183.9% | $5,211+66.9% | $1,963+343.1% |
| Participant deferral / active EE | $18,150 | $4,678+288.0% | $6,282+188.9% | $3,054+494.3% |
| Admin fee / account holder | $2 | $458-99.5% | $9,324-100.0% | $504-99.5% |