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 | $756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,296 | $84,487+6.9% | $125,339-28.0% | $66,914+34.9% |
| Participation rate | 92.2% | 76.4%+15.8pp | 82.4%+9.8pp | 69.8%+22.4pp |
| Annual return | -16.58% | -8.39%-8.2pp | 572.05%-588.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,454 | $3,553-59.1% | $4,814-69.8% | $2,544-42.9% |
| Participant deferral / active EE | $8,458 | $6,781+24.7% | $7,446+13.6% | $4,237+99.6% |
| Admin fee / account holder | $15 | $685-97.8% | $10,010-99.9% | $593-97.5% |