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 | $3,012 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,469 | $87,168+40.5% | $98,907+23.8% | - |
| Participation rate | 92.9% | 73.1%+19.9pp | 76.0%+16.9pp | - |
| Annual return | 27.33% | 9.75%+17.6pp | 196.43%-169.1pp | - |
| Employer contribution / active EE | $7,929 | $2,509+216.1% | $2,689+194.9% | - |
| Participant deferral / active EE | $7,140 | $3,188+123.9% | $4,244+68.2% | - |
| Admin fee / account holder | $26 | $3,143-99.2% | $6,642-99.6% | - |