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 | $425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,602 | $73,867-34.2% | $143,757-66.2% | $68,494-29.0% |
| Participation rate | 96.1% | 66.7%+29.4pp | 80.3%+15.8pp | 67.9%+28.2pp |
| Annual return | -17.81% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,962 | $3,184+24.4% | $4,951-20.0% | $2,596+52.6% |
| Participant deferral / active EE | $9,244 | $3,384+173.1% | $5,637+64.0% | $4,027+129.5% |
| Admin fee / account holder | $4 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |