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 8-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 | $631 |
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 | $18,311 | $47,977-61.8% | $154,107-88.1% | $56,287-67.5% |
| Participation rate | 72.2% | 66.2%+6.0pp | 83.0%-10.9pp | 69.9%+2.3pp |
| Annual return | 42.32% | 3.54%+38.8pp | 735.12%-692.8pp | -9.96%+52.3pp |
| Employer contribution / active EE | $1,696 | $2,169-21.8% | $5,298-68.0% | $2,111-19.7% |
| Participant deferral / active EE | $777 | $2,392-67.5% | $5,081-84.7% | $3,350-76.8% |
| Admin fee / account holder | $3 | $438-99.3% | $13,411-100.0% | $521-99.4% |