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 | $5,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,829 | $80,724+125.2% | $103,333+76.0% | $74,495+144.1% |
| Participation rate | 92.9% | 65.7%+27.2pp | 74.5%+18.3pp | 67.2%+25.7pp |
| Annual return | 14.98% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,286 | $3,157+4.1% | $3,868-15.0% | $2,623+25.3% |
| Participant deferral / active EE | $9,792 | $3,860+153.7% | $5,057+93.6% | $4,346+125.3% |
| Admin fee / account holder | $24 | $2,368-99.0% | $8,355-99.7% | $1,942-98.8% |