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 | $719 |
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 | $212,535 | $89,739+136.8% | $149,718+42.0% | $62,292+241.2% |
| Participation rate | 95.8% | 85.1%+10.7pp | 87.1%+8.7pp | 69.5%+26.3pp |
| Annual return | 18.41% | 21.01%-2.6pp | 1501.63%-1483.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $9,066 | $3,233+180.4% | $5,445+66.5% | $2,042+343.9% |
| Participant deferral / active EE | $18,716 | $4,797+290.1% | $6,569+184.9% | $3,169+490.6% |
| Admin fee / account holder | $3 | $551-99.4% | $11,283-100.0% | $479-99.3% |