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 | $2,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,712 | $96,484+69.7% | $156,263+4.8% | $74,304+120.3% |
| Participation rate | 92.9% | 67.7%+25.3pp | 78.9%+14.0pp | 60.3%+32.6pp |
| Annual return | 21.07% | 17.73%+3.3pp | 59.47%-38.4pp | 29.43%-8.4pp |
| Employer contribution / active EE | $7,748 | $2,528+206.4% | $4,333+78.8% | $2,241+245.7% |
| Participant deferral / active EE | $10,284 | $4,286+139.9% | $6,158+67.0% | $3,767+173.0% |
| Admin fee / account holder | $13 | $3,728-99.7% | $14,255-99.9% | $2,969-99.6% |