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 6-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 | -$26,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,207 | $104,475+14.1% | $159,436-25.2% | $79,386+50.2% |
| Participation rate | 91.4% | 76.6%+14.8pp | 82.8%+8.6pp | 70.7%+20.7pp |
| Annual return | 15.55% | 67.95%-52.4pp | 263.57%-248.0pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,377 | $3,417-59.7% | $4,829-71.5% | $2,427-43.3% |
| Participant deferral / active EE | $10,148 | $6,467+56.9% | $7,352+38.0% | $4,046+150.8% |
| Admin fee / account holder | $23 | $711-96.8% | $10,799-99.8% | $626-96.3% |