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 | -$1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,999 | $104,475+24.4% | $159,436-18.5% | $79,386+63.8% |
| Participation rate | 93.5% | 76.6%+16.9pp | 82.8%+10.7pp | 70.7%+22.8pp |
| Annual return | 15.83% | 67.95%-52.1pp | 263.57%-247.7pp | 116.85%-101.0pp |
| Employer contribution / active EE | $1,979 | $3,417-42.1% | $4,829-59.0% | $2,427-18.5% |
| Participant deferral / active EE | $6,701 | $6,467+3.6% | $7,352-8.9% | $4,046+65.6% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |