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 | $2,179 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,979 | $99,016-37.4% | $93,789-33.9% | $66,914-7.4% |
| Participation rate | 92.1% | 82.1%+10.0pp | 81.0%+11.1pp | 69.8%+22.3pp |
| Annual return | -17.49% | -14.59%-2.9pp | -11.33%-6.2pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,846 | $4,769-40.3% | $4,323-34.2% | $2,544+11.9% |
| Participant deferral / active EE | $9,678 | $6,689+44.7% | $6,094+58.8% | $4,237+128.4% |
| Admin fee / account holder | $47 | $477-90.1% | $7,195-99.3% | $593-92.0% |