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 | $4,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,349 | $65,390-18.4% | $169,368-68.5% | $71,457-25.3% |
| Participation rate | 90.5% | 67.0%+23.5pp | 77.1%+13.3pp | 67.9%+22.6pp |
| Annual return | 19.30% | 21.31%-2.0pp | 405.60%-386.3pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,677 | $2,079+28.8% | $4,013-33.3% | $2,588+3.4% |
| Participant deferral / active EE | $3,854 | $4,367-11.8% | $6,221-38.1% | $4,289-10.1% |
| Admin fee / account holder | $35 | $1,324-97.4% | $9,003-99.6% | $1,587-97.8% |