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 | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,807 | $44,642+45.2% | $91,220-29.0% | $66,914-3.1% |
| Participation rate | 93.2% | 64.9%+28.3pp | 73.2%+20.0pp | 69.8%+23.4pp |
| Annual return | -17.20% | -12.29%-4.9pp | 114.01%-131.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,865 | $1,706+67.9% | $2,850+0.5% | $2,544+12.6% |
| Participant deferral / active EE | $5,280 | $3,349+57.7% | $4,234+24.7% | $4,237+24.6% |
| Admin fee / account holder | $14 | $521-97.2% | $5,420-99.7% | $593-97.6% |