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 | -$16,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,305 | $100,227+56.9% | $169,993-7.5% | $74,419+111.4% |
| Participation rate | 96.3% | 87.3%+9.0pp | 87.0%+9.3pp | 70.7%+25.6pp |
| Annual return | 19.85% | 66.08%-46.2pp | 53.37%-33.5pp | 34.38%-14.5pp |
| Employer contribution / active EE | $2,348 | $4,263-44.9% | $6,785-65.4% | $2,637-11.0% |
| Participant deferral / active EE | $14,636 | $7,143+104.9% | $10,408+40.6% | $4,528+223.2% |
| Admin fee / account holder | -$59 | $234-125.0% | $12,815-100.5% | $348-116.9% |