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 | $838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,984 | $79,171+20.0% | $102,423-7.3% | $74,495+27.5% |
| Participation rate | 91.5% | 74.8%+16.7pp | 76.5%+15.0pp | 67.2%+24.3pp |
| Annual return | 17.97% | 54.93%-37.0pp | 29.32%-11.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $3,517 | $2,362+48.9% | $3,023+16.3% | $2,623+34.1% |
| Participant deferral / active EE | $9,698 | $4,415+119.6% | $5,053+91.9% | $4,346+123.1% |
| Admin fee / account holder | $32 | $2,001-98.4% | $9,451-99.7% | $1,942-98.3% |