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 9-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 | -$3,806 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,832 | $55,415+58.5% | $155,509-43.5% | $74,495+17.9% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.3pp | 67.2%+26.3pp |
| Annual return | 15.79% | 268.50%-252.7pp | 64.67%-48.9pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,597 | $2,267-29.5% | $4,672-65.8% | $2,623-39.1% |
| Participant deferral / active EE | $5,676 | $2,836+100.1% | $5,626+0.9% | $4,346+30.6% |
| Admin fee / account holder | -$13 | $1,738-100.8% | $15,912-100.1% | $1,942-100.7% |