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 | $6,083 |
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 | $62,210 | $35,949+73.1% | $88,538-29.7% | $65,185-4.6% |
| Participation rate | 78.6% | 56.4%+22.2pp | 68.7%+9.9pp | 70.2%+8.4pp |
| Annual return | 20.75% | 47.52%-26.8pp | 43.64%-22.9pp | 29.38%-8.6pp |
| Employer contribution / active EE | $997 | $1,047-4.8% | $2,098-52.5% | $2,177-54.2% |
| Participant deferral / active EE | $2,642 | $1,870+41.3% | $2,914-9.3% | $3,514-24.8% |
| Admin fee / account holder | $47 | $496-90.5% | $4,310-98.9% | $847-94.4% |