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 | $2,075 |
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 | $40,673 | $60,165-32.4% | $74,183-45.2% | $55,167-26.3% |
| Participation rate | 80.9% | 74.2%+6.7pp | 76.6%+4.3pp | 69.0%+11.9pp |
| Annual return | 7.06% | 10.00%-2.9pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,759 | $1,600+10.0% | $2,370-25.8% | $1,963-10.4% |
| Participant deferral / active EE | $3,300 | $2,973+11.0% | $3,550-7.0% | $3,054+8.1% |
| Admin fee / account holder | $11 | $419-97.3% | $5,586-99.8% | $504-97.7% |