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 | -$2,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,856 | $102,317-14.1% | $146,958-40.2% | $80,856+8.7% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.7pp | 67.6%+31.3pp |
| Annual return | 19.05% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $5,520 | $3,713+48.7% | $4,933+11.9% | $2,755+100.4% |
| Participant deferral / active EE | $8,306 | $6,644+25.0% | $8,070+2.9% | $4,296+93.3% |
| Admin fee / account holder | -$14 | $7,941-100.2% | $12,998-100.1% | $6,918-100.2% |