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 6-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 | -$6,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,672 | $82,202-22.5% | $125,339-49.2% | $64,808-1.8% |
| Participation rate | 98.8% | 77.9%+21.0pp | 82.4%+16.5pp | 71.5%+27.4pp |
| Annual return | -10.85% | 3.48%-14.3pp | 572.05%-582.9pp | 32.82%-43.7pp |
| Employer contribution / active EE | $2,687 | $3,615-25.7% | $4,814-44.2% | $2,506+7.2% |
| Participant deferral / active EE | $8,146 | $7,175+13.5% | $7,446+9.4% | $4,310+89.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |