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 | $14,523 |
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 | $74,916 | $66,813+12.1% | $100,516-25.5% | $73,488+1.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 18.11% | 25.70%-7.6pp | 30.89%-12.8pp | 28.51%-10.4pp |
| Employer contribution / active EE | $3,735 | $2,147+74.0% | $3,418+9.3% | $2,270+64.5% |
| Participant deferral / active EE | $5,544 | $5,883-5.8% | $6,270-11.6% | $3,740+48.3% |
| Admin fee / account holder | $55 | $512-89.2% | $8,081-99.3% | $513-89.2% |