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 | $2,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,635 | $62,624+62.3% | $177,989-42.9% | $77,643+30.9% |
| Participation rate | 74.3% | 66.8%+7.5pp | 77.1%-2.8pp | 70.6%+3.7pp |
| Annual return | 18.24% | 16.16%+2.1pp | 294.48%-276.2pp | 31.24%-13.0pp |
| Employer contribution / active EE | $3,974 | $1,909+108.2% | $3,949+0.7% | $2,726+45.8% |
| Participant deferral / active EE | $8,707 | $4,219+106.4% | $6,276+38.7% | $4,647+87.4% |
| Admin fee / account holder | $8 | $386-97.9% | $10,363-99.9% | $430-98.1% |