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 | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,467 | $79,694+42.4% | $96,139+18.0% | $79,386+42.9% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | 13.48% | 40.84%-27.4pp | 191.94%-178.5pp | 116.85%-103.4pp |
| Employer contribution / active EE | $14,818 | $1,443+926.7% | $2,797+429.8% | $2,427+510.4% |
| Participant deferral / active EE | $4,088 | $2,539+61.0% | $4,349-6.0% | $4,046+1.0% |
| Admin fee / account holder | $9 | $630-98.6% | $5,537-99.8% | $626-98.6% |