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 | $675 |
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 | $105,367 | $65,592+60.6% | $90,160+16.9% | $69,631+51.3% |
| Participation rate | 91.0% | 77.6%+13.4pp | 76.9%+14.1pp | 70.7%+20.3pp |
| Annual return | 23.32% | 57.10%-33.8pp | 34.88%-11.6pp | 27571.02%-27547.7pp |
| Employer contribution / active EE | $6,007 | $2,193+173.9% | $3,318+81.0% | $2,032+195.6% |
| Participant deferral / active EE | $9,234 | $5,257+75.6% | $5,288+74.6% | $3,224+186.4% |
| Admin fee / account holder | $9 | $86-89.0% | $5,943-99.8% | $110-91.5% |