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 | -$18 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,495 | $69,763+29.7% | $67,502+34.1% | $74,495+21.5% |
| Participation rate | 77.0% | 71.4%+5.6pp | 72.9%+4.1pp | 67.2%+9.8pp |
| Annual return | 19.70% | -40.34%+60.0pp | 3512.12%-3492.4pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $3,999 | $2,704+47.9% | $2,731+46.4% | $2,623+52.4% |
| Participant deferral / active EE | $7,204 | $3,636+98.1% | $4,000+80.1% | $4,346+65.8% |
| Admin fee / account holder | $12 | $896-98.6% | $3,998-99.7% | $1,942-99.4% |