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 | -$8,311 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,997 | $125,758+22.5% | $169,993-9.4% | $75,163+104.9% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.0%+11.9pp | 67.2%+31.7pp |
| Annual return | 16.00% | 27.20%-11.2pp | 53.37%-37.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $6,061 | $4,615+31.3% | $6,785-10.7% | $2,670+127.0% |
| Participant deferral / active EE | $8,919 | $6,837+30.4% | $10,408-14.3% | $4,125+116.2% |
| Admin fee / account holder | -$68 | $8,173-100.8% | $12,815-100.5% | $5,651-101.2% |