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 | $6,319 |
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 | $45,915 | $57,096-19.6% | $94,224-51.3% | $55,191-16.8% |
| Participation rate | 85.9% | 75.7%+10.2pp | 78.8%+7.1pp | 69.2%+16.7pp |
| Annual return | 0.35% | 159.65%-159.3pp | 10.68%-10.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $812 | $1,708-52.5% | $3,587-77.4% | $1,899-57.3% |
| Participant deferral / active EE | $3,115 | $3,165-1.6% | $4,320-27.9% | $3,046+2.2% |
| Admin fee / account holder | $8 | $89-90.6% | $6,269-99.9% | $91-90.8% |