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 | $1,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,036 | $82,978+37.4% | $129,995-12.3% | $71,457+59.6% |
| Participation rate | 97.4% | 74.1%+23.4pp | 78.5%+18.9pp | 67.9%+29.5pp |
| Annual return | 18.54% | 20.60%-2.1pp | -137.18%+155.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $6,285 | $2,622+139.7% | $4,320+45.5% | $2,588+142.9% |
| Participant deferral / active EE | $8,697 | $4,432+96.3% | $5,820+49.4% | $4,289+102.8% |
| Admin fee / account holder | $11 | $1,729-99.4% | $10,614-99.9% | $1,587-99.3% |