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 | $1,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,965 | $50,815-43.0% | $155,509-81.4% | $77,643-62.7% |
| Participation rate | 95.3% | 63.1%+32.2pp | 78.2%+17.1pp | 70.6%+24.8pp |
| Annual return | 14.84% | 34.80%-20.0pp | 64.67%-49.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,180 | $1,993+9.4% | $4,672-53.3% | $2,726-20.0% |
| Participant deferral / active EE | $2,962 | $2,822+5.0% | $5,626-47.4% | $4,647-36.3% |
| Admin fee / account holder | $2 | $437-99.5% | $15,912-100.0% | $430-99.4% |