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 | $3,152 |
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 | $50,690 | $73,102-30.7% | $123,544-59.0% | $56,287-9.9% |
| Participation rate | 90.3% | 74.3%+16.0pp | 82.3%+8.0pp | 69.9%+20.5pp |
| Annual return | -5.52% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $942 | $2,977-68.4% | $4,628-79.6% | $2,111-55.4% |
| Participant deferral / active EE | $5,560 | $5,423+2.5% | $6,426-13.5% | $3,350+66.0% |
| Admin fee / account holder | $15 | $554-97.2% | $9,284-99.8% | $521-97.1% |