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 | $275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,397 | $109,881+36.0% | $150,045-0.4% | $84,808+76.2% |
| Participation rate | 90.5% | 76.1%+14.4pp | 82.3%+8.2pp | 68.3%+22.2pp |
| Annual return | 17.89% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,384 | $3,561-61.1% | $4,693-70.5% | $2,631-47.4% |
| Participant deferral / active EE | $13,459 | $6,636+102.8% | $7,997+68.3% | $4,212+219.6% |
| Admin fee / account holder | $20 | $8,568-99.8% | $13,435-99.9% | $7,344-99.7% |