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 | $11,072 |
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 | $32,916 | $58,879-44.1% | $178,490-81.6% | $73,488-55.2% |
| Participation rate | 96.7% | 66.2%+30.5pp | 81.9%+14.8pp | 70.7%+26.1pp |
| Annual return | 31.85% | 24.86%+7.0pp | 151.07%-119.2pp | 28.51%+3.3pp |
| Employer contribution / active EE | $1,830 | $2,236-18.2% | $5,011-63.5% | $2,270-19.4% |
| Participant deferral / active EE | $2,684 | $2,567+4.6% | $5,202-48.4% | $3,740-28.2% |
| Admin fee / account holder | $48 | $400-88.0% | $13,984-99.7% | $513-90.6% |