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 | -$17,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,832 | $91,407+3.7% | $135,903-30.2% | $71,457+32.7% |
| Participation rate | 93.2% | 75.7%+17.6pp | 81.9%+11.3pp | 67.9%+25.3pp |
| Annual return | 24.31% | 29.90%-5.6pp | 68.23%-43.9pp | 28.85%-4.5pp |
| Employer contribution / active EE | $3,514 | $3,703-5.1% | $4,856-27.6% | $2,588+35.8% |
| Participant deferral / active EE | $8,280 | $7,092+16.8% | $7,758+6.7% | $4,289+93.1% |
| Admin fee / account holder | -$53 | $1,266-104.2% | $10,762-100.5% | $1,587-103.4% |