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 | $1,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,072 | $104,475-29.1% | $159,436-53.5% | $79,386-6.7% |
| Participation rate | 74.2% | 76.6%-2.4pp | 82.8%-8.6pp | 70.7%+3.5pp |
| Annual return | 17.89% | 67.95%-50.1pp | 263.57%-245.7pp | 116.85%-99.0pp |
| Employer contribution / active EE | $2,599 | $3,417-23.9% | $4,829-46.2% | $2,427+7.1% |
| Participant deferral / active EE | $7,107 | $6,467+9.9% | $7,352-3.3% | $4,046+75.7% |
| Admin fee / account holder | $6 | $711-99.1% | $10,799-99.9% | $626-99.0% |