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 | $64,802 | $90,590-28.5% | $111,297-41.8% | - |
| Participation rate | 91.9% | 76.1%+15.8pp | 77.3%+14.6pp | - |
| Annual return | 14.78% | 11.74%+3.0pp | 54.65%-39.9pp | - |
| Employer contribution / active EE | $1,279 | $1,916-33.3% | $2,731-53.2% | - |
| Participant deferral / active EE | $3,614 | $4,059-11.0% | $4,487-19.5% | - |
| Admin fee / account holder | $13 | $3,379-99.6% | $7,964-99.8% | - |