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 | $2,125 |
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 | $44,920 | $64,909-30.8% | $82,313-45.4% | $62,292-27.9% |
| Participation rate | 85.6% | 74.9%+10.8pp | 76.9%+8.7pp | 69.5%+16.1pp |
| Annual return | 20.00% | 21.18%-1.2pp | 25.88%-5.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,825 | $1,676+8.9% | $2,428-24.9% | $2,042-10.6% |
| Participant deferral / active EE | $3,388 | $3,103+9.2% | $3,706-8.6% | $3,169+6.9% |
| Admin fee / account holder | $10 | $440-97.6% | $5,608-99.8% | $479-97.8% |