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 | $1,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,795 | $69,763+240.9% | $67,502+252.3% | $74,495+219.2% |
| Participation rate | 95.9% | 71.4%+24.5pp | 72.9%+23.0pp | 67.2%+28.7pp |
| Annual return | 13.15% | -40.34%+53.5pp | 3512.12%-3499.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $11,179 | $2,704+313.5% | $2,731+309.4% | $2,623+326.2% |
| Participant deferral / active EE | $14,476 | $3,636+298.2% | $4,000+261.9% | $4,346+233.1% |
| Admin fee / account holder | $10 | $896-98.9% | $3,998-99.8% | $1,942-99.5% |