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 | $1,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,297 | $91,407+25.0% | $135,903-15.9% | $71,457+60.0% |
| Participation rate | 92.6% | 75.7%+17.0pp | 81.9%+10.7pp | 67.9%+24.7pp |
| Annual return | 25.92% | 29.90%-4.0pp | 68.23%-42.3pp | 28.85%-2.9pp |
| Employer contribution / active EE | $10,873 | $3,703+193.6% | $4,856+123.9% | $2,588+320.2% |
| Participant deferral / active EE | $30,731 | $7,092+333.3% | $7,758+296.1% | $4,289+616.5% |
| Admin fee / account holder | $10 | $1,266-99.2% | $10,762-99.9% | $1,587-99.4% |