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 | $1,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,226 | $56,317-9.0% | $71,209-28.1% | $74,304-31.1% |
| Participation rate | 97.5% | 55.1%+42.4pp | 73.8%+23.7pp | 60.3%+37.2pp |
| Annual return | 26.85% | 42.83%-16.0pp | 282.51%-255.7pp | 29.43%-2.6pp |
| Employer contribution / active EE | $4,205 | $2,160+94.7% | $2,721+54.5% | $2,241+87.6% |
| Participant deferral / active EE | $4,774 | $2,788+71.2% | $4,175+14.3% | $3,767+26.7% |
| Admin fee / account holder | $5 | $2,290-99.8% | $5,349-99.9% | $2,969-99.8% |