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 | $831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,890 | $55,415+53.2% | $155,509-45.4% | $74,495+14.0% |
| Participation rate | 82.6% | 61.9%+20.7pp | 78.2%+4.4pp | 67.2%+15.4pp |
| Annual return | 13.01% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,629 | $2,267+15.9% | $4,672-43.7% | $2,623+0.2% |
| Participant deferral / active EE | $4,674 | $2,836+64.8% | $5,626-16.9% | $4,346+7.6% |
| Admin fee / account holder | $5 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |