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 | $3,070 |
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 | $51,614 | $32,865+57.0% | $75,826-31.9% | $56,287-8.3% |
| Participation rate | 76.2% | 53.0%+23.2pp | 68.2%+8.0pp | 69.9%+6.3pp |
| Annual return | -3.49% | -5.01%+1.5pp | 1914.15%-1917.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $936 | $891+5.1% | $1,913-51.1% | $2,111-55.7% |
| Participant deferral / active EE | $2,541 | $1,683+51.0% | $2,862-11.2% | $3,350-24.2% |
| Admin fee / account holder | $38 | $185-79.5% | $4,726-99.2% | $521-92.7% |