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 | $4,879 |
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 | $71,264 | $38,075+87.2% | $93,406-23.7% | $73,488-3.0% |
| Participation rate | 79.6% | 56.7%+22.9pp | 66.8%+12.8pp | 70.7%+8.9pp |
| Annual return | 15.84% | 17.59%-1.8pp | 78.05%-62.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $752 | $1,117-32.6% | $2,075-63.7% | $2,270-66.9% |
| Participant deferral / active EE | $2,682 | $2,012+33.3% | $3,126-14.2% | $3,740-28.3% |
| Admin fee / account holder | $47 | $351-86.5% | $5,230-99.1% | $513-90.8% |