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 | $775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,839 | $104,475+82.7% | $159,436+19.7% | $79,386+140.4% |
| Participation rate | 85.9% | 76.6%+9.3pp | 82.8%+3.1pp | 70.7%+15.2pp |
| Annual return | 14.95% | 67.95%-53.0pp | 263.57%-248.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,369 | $3,417-59.9% | $4,829-71.6% | $2,427-43.6% |
| Participant deferral / active EE | $10,952 | $6,467+69.3% | $7,352+49.0% | $4,046+170.7% |
| Admin fee / account holder | $18 | $711-97.5% | $10,799-99.8% | $626-97.1% |