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 | $2,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,852 | $111,491-20.3% | $189,513-53.1% | $86,799+2.4% |
| Participation rate | 80.8% | 87.3%-6.5pp | 87.8%-7.0pp | 72.3%+8.5pp |
| Annual return | 16.18% | 83.50%-67.3pp | 555.15%-539.0pp | 97.91%-81.7pp |
| Employer contribution / active EE | $3,102 | $3,951-21.5% | $6,162-49.7% | $2,405+29.0% |
| Participant deferral / active EE | $4,457 | $6,437-30.8% | $8,221-45.8% | $4,131+7.9% |
| Admin fee / account holder | $4 | $189-97.9% | $12,045-100.0% | $170-97.6% |