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 | -$1,649 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,691 | $84,936+106.9% | $111,297+57.9% | $79,386+121.3% |
| Participation rate | 98.7% | 75.9%+22.9pp | 77.3%+21.4pp | 70.7%+28.0pp |
| Annual return | 13.33% | 17.45%-4.1pp | 54.65%-41.3pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,727 | $1,979+37.8% | $2,731-0.1% | $2,427+12.4% |
| Participant deferral / active EE | $7,787 | $3,888+100.3% | $4,487+73.5% | $4,046+92.5% |
| Admin fee / account holder | $21 | $537-96.0% | $7,964-99.7% | $626-96.6% |