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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 | $6,565 |
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 | $49,659 | $36,694+35.3% | $40,145,923-99.9% | $55,167-10.0% |
| Participation rate | 77.8% | 57.2%+20.6pp | 68.4%+9.4pp | 69.0%+8.8pp |
| Annual return | 7.15% | 10.16%-3.0pp | 5.24%+1.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $595 | $1,135-47.6% | $1,844-67.7% | $1,963-69.7% |
| Participant deferral / active EE | $2,332 | $1,679+38.9% | $2,591-10.0% | $3,054-23.6% |
| Admin fee / account holder | $47 | $175-73.3% | $2,903-98.4% | $504-90.7% |