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 | -$3,281 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,587 | $66,528-36.0% | $86,874-51.0% | $86,799-50.9% |
| Participation rate | 92.7% | 72.4%+20.4pp | 71.6%+21.1pp | 72.3%+20.4pp |
| Annual return | 18.27% | 19.56%-1.3pp | 63.52%-45.3pp | 97.91%-79.6pp |
| Employer contribution / active EE | $1,513 | $2,007-24.6% | $2,495-39.4% | $2,405-37.1% |
| Participant deferral / active EE | $4,348 | $3,240+34.2% | $3,699+17.5% | $4,131+5.3% |
| Admin fee / account holder | -$9 | $148-106.0% | $5,828-100.2% | $170-105.3% |