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 | $1,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,803 | $88,083+46.2% | $164,813-21.8% | $74,495+72.9% |
| Participation rate | 88.4% | 73.0%+15.4pp | 78.6%+9.8pp | 67.2%+21.2pp |
| Annual return | 17.16% | 17.26%-0.1pp | 69.93%-52.8pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $4,097 | $2,593+58.0% | $4,341-5.6% | $2,623+56.2% |
| Participant deferral / active EE | $5,086 | $4,498+13.1% | $6,031-15.7% | $4,346+17.0% |
| Admin fee / account holder | $36 | $2,234-98.4% | $12,690-99.7% | $1,942-98.1% |