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 | $987 |
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 | $199,764 | $79,523+151.2% | $140,016+42.7% | $56,287+254.9% |
| Participation rate | 96.6% | 85.7%+10.9pp | 87.5%+9.1pp | 69.9%+26.7pp |
| Annual return | -5.72% | 2.39%-8.1pp | 651.12%-656.8pp | -9.96%+4.2pp |
| Employer contribution / active EE | $9,025 | $3,350+169.4% | $5,606+61.0% | $2,111+327.5% |
| Participant deferral / active EE | $19,069 | $5,129+271.8% | $6,927+175.3% | $3,350+469.3% |
| Admin fee / account holder | $4 | $614-99.4% | $10,705-100.0% | $521-99.3% |