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 | $1,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,585 | $101,317+7.2% | $146,958-26.1% | $74,495+45.8% |
| Participation rate | 94.3% | 75.5%+18.7pp | 82.2%+12.1pp | 67.2%+27.1pp |
| Annual return | 20.45% | 8730.91%-8710.5pp | 418.34%-397.9pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $10,417 | $3,810+173.4% | $4,933+111.2% | $2,623+297.2% |
| Participant deferral / active EE | $15,860 | $7,303+117.2% | $8,070+96.5% | $4,346+265.0% |
| Admin fee / account holder | $5 | $1,739-99.7% | $12,998-100.0% | $1,942-99.8% |