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 | $3,587 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,657 | $78,485-31.6% | $106,213-49.5% | $74,495-28.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 2.89% | 15.95%-13.1pp | 116.14%-113.2pp | 1364.94%-1362.1pp |
| Employer contribution / active EE | $910 | $2,523-63.9% | $3,171-71.3% | $2,623-65.3% |
| Participant deferral / active EE | $1,480 | $4,322-65.8% | $5,016-70.5% | $4,346-66.0% |
| Admin fee / account holder | $38 | $2,232-98.3% | $11,033-99.7% | $1,942-98.1% |