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 9-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 | $2,008 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,222 | $64,909+51.3% | $82,313+19.3% | $62,292+57.7% |
| Participation rate | 75.5% | 74.9%+0.7pp | 76.9%-1.4pp | 69.5%+6.0pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,102 | $1,676+25.4% | $2,428-13.4% | $2,042+2.9% |
| Participant deferral / active EE | $4,538 | $3,103+46.2% | $3,706+22.5% | $3,169+43.2% |
| Admin fee / account holder | $23 | $440-94.7% | $5,608-99.6% | $479-95.2% |