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 | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,231 | $99,985-64.8% | $146,665-76.0% | $85,850-59.0% |
| Participation rate | 81.7% | 73.1%+8.6pp | 80.1%+1.6pp | 69.3%+12.4pp |
| Annual return | 12.51% | 18.93%-6.4pp | 22.74%-10.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,623 | $2,559+2.5% | $4,136-36.6% | $2,565+2.3% |
| Participant deferral / active EE | $4,637 | $4,006+15.8% | $5,506-15.8% | $3,952+17.4% |
| Admin fee / account holder | $23 | $7,702-99.7% | $10,280-99.8% | $6,260-99.6% |