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 | $631 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,911 | $72,607+114.7% | $90,749+71.8% | $66,914+133.0% |
| Participation rate | 95.2% | 73.7%+21.6pp | 75.7%+19.5pp | 69.8%+25.4pp |
| Annual return | -19.73% | -12.28%-7.4pp | -12.16%-7.6pp | 1.58%-21.3pp |
| Employer contribution / active EE | $2,716 | $2,369+14.7% | $2,921-7.0% | $2,544+6.8% |
| Participant deferral / active EE | $13,537 | $3,977+240.4% | $4,564+196.6% | $4,237+219.5% |
| Admin fee / account holder | $19 | $707-97.4% | $8,445-99.8% | $593-96.9% |