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 | -$4,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,720 | $62,624+179.0% | $177,989-1.8% | $77,643+125.0% |
| Participation rate | 96.8% | 66.8%+30.0pp | 77.1%+19.7pp | 70.6%+26.3pp |
| Annual return | 17.15% | 16.16%+1.0pp | 294.48%-277.3pp | 31.24%-14.1pp |
| Employer contribution / active EE | $3,986 | $1,909+108.8% | $3,949+0.9% | $2,726+46.2% |
| Participant deferral / active EE | $10,789 | $4,219+155.7% | $6,276+71.9% | $4,647+132.2% |
| Admin fee / account holder | -$13 | $386-103.4% | $10,363-100.1% | $430-103.1% |