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 | $3,307 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,569 | $75,923-15.0% | $102,423-37.0% | - |
| Participation rate | 93.9% | 71.4%+22.6pp | 76.5%+17.4pp | - |
| Annual return | 10.37% | 15.12%-4.8pp | 29.32%-19.0pp | - |
| Employer contribution / active EE | $1,571 | $2,206-28.8% | $3,023-48.0% | - |
| Participant deferral / active EE | $4,368 | $4,258+2.6% | $5,053-13.6% | - |
| Admin fee / account holder | $47 | $11,449-99.6% | $9,451-99.5% | - |