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 | -$2,789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,299 | $56,638+25.9% | $169,368-57.9% | $74,419-4.2% |
| Participation rate | 77.4% | 67.5%+9.9pp | 77.1%+0.3pp | 70.7%+6.7pp |
| Annual return | 23.31% | 24.75%-1.4pp | 405.60%-382.3pp | 34.38%-11.1pp |
| Employer contribution / active EE | $5,771 | $2,027+184.7% | $4,013+43.8% | $2,637+118.8% |
| Participant deferral / active EE | $5,357 | $4,223+26.9% | $6,221-13.9% | $4,528+18.3% |
| Admin fee / account holder | $3 | $307-99.0% | $9,003-100.0% | $348-99.1% |