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 | $750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,522 | $76,050-4.6% | $96,544-24.9% | $71,457+1.5% |
| Participation rate | 93.6% | 74.4%+19.2pp | 76.0%+17.7pp | 67.9%+25.7pp |
| Annual return | 19.78% | 22.81%-3.0pp | 25.84%-6.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,346 | $2,244+4.6% | $2,965-20.9% | $2,588-9.3% |
| Participant deferral / active EE | $5,279 | $4,215+25.2% | $4,851+8.8% | $4,289+23.1% |
| Admin fee / account holder | $3 | $2,707-99.9% | $8,252-100.0% | $1,587-99.8% |