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 | -$11,633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,731 | $56,317+133.9% | $71,209+85.0% | $74,304+77.3% |
| Participation rate | 90.8% | 55.1%+35.7pp | 73.8%+17.1pp | 60.3%+30.5pp |
| Annual return | 16.74% | 42.83%-26.1pp | 282.51%-265.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $5,592 | $2,160+158.9% | $2,721+105.5% | $2,241+149.5% |
| Participant deferral / active EE | $10,217 | $2,788+266.5% | $4,175+144.7% | $3,767+171.2% |
| Admin fee / account holder | $0 | $2,290-100.0% | $5,349-100.0% | $2,969-100.0% |