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 7-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 | $1,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,841 | $58,879+67.9% | $178,490-44.6% | $73,488+34.5% |
| Participation rate | 94.7% | 66.2%+28.5pp | 81.9%+12.8pp | 70.7%+24.0pp |
| Annual return | 16.44% | 24.86%-8.4pp | 151.07%-134.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2,065 | $2,236-7.6% | $5,011-58.8% | $2,270-9.0% |
| Participant deferral / active EE | $4,999 | $2,567+94.7% | $5,202-3.9% | $3,740+33.7% |
| Admin fee / account holder | $29 | $400-92.7% | $13,984-99.8% | $513-94.3% |