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 | $675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,087 | $95,762+48.4% | $379,746-62.6% | $79,858+77.9% |
| Participation rate | 94.7% | 74.0%+20.7pp | 78.4%+16.3pp | 69.6%+25.1pp |
| Annual return | 13.23% | 18.26%-5.0pp | 34.90%-21.7pp | 31.71%-18.5pp |
| Employer contribution / active EE | $4,105 | $2,695+52.3% | $3,540+16.0% | $2,471+66.1% |
| Participant deferral / active EE | $9,701 | $4,705+106.2% | $6,024+61.0% | $3,740+159.4% |
| Admin fee / account holder | $8 | $6,745-99.9% | $7,927-99.9% | $5,306-99.8% |