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 | $525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,641 | $136,307-65.8% | $177,821-73.8% | $73,488-36.5% |
| Participation rate | 82.2% | 86.1%-3.9pp | 87.7%-5.6pp | 70.7%+11.5pp |
| Annual return | 32.65% | 18.68%+14.0pp | 48.32%-15.7pp | 28.51%+4.1pp |
| Employer contribution / active EE | $3,164 | $3,712-14.8% | $5,918-46.5% | $2,270+39.4% |
| Participant deferral / active EE | $8,973 | $5,829+54.0% | $7,714+16.3% | $3,740+140.0% |
| Admin fee / account holder | $11 | $596-98.2% | $12,427-99.9% | $513-97.9% |