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 | -$56 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,220 | $78,485-50.0% | $106,213-63.1% | $74,495-47.4% |
| Participation rate | 91.2% | 72.8%+18.4pp | 75.3%+15.9pp | 67.2%+24.0pp |
| Annual return | 12.59% | 15.95%-3.4pp | 116.14%-103.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,510 | $2,523-40.2% | $3,171-52.4% | $2,623-42.4% |
| Participant deferral / active EE | $3,638 | $4,322-15.8% | $5,016-27.5% | $4,346-16.3% |
| Admin fee / account holder | -$0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |