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 | -$4,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,703 | $91,538+1.3% | $129,995-28.7% | $75,163+23.3% |
| Participation rate | 96.4% | 71.4%+24.9pp | 78.5%+17.9pp | 67.2%+29.2pp |
| Annual return | 19.99% | -631.11%+651.1pp | -137.18%+157.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,907 | $2,845+2.2% | $4,320-32.7% | $2,670+8.9% |
| Participant deferral / active EE | $11,175 | $4,341+157.4% | $5,820+92.0% | $4,125+170.9% |
| Admin fee / account holder | -$18 | $6,790-100.3% | $10,614-100.2% | $5,651-100.3% |