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 | -$2,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,896 | $119,446-18.9% | $150,045-35.4% | $85,563+13.2% |
| Participation rate | 94.0% | 75.4%+18.6pp | 82.3%+11.7pp | 66.0%+28.1pp |
| Annual return | 34.78% | 23.72%+11.1pp | 62.55%-27.8pp | 31.51%+3.3pp |
| Employer contribution / active EE | $6,864 | $4,078+68.3% | $4,693+46.3% | $2,654+158.7% |
| Participant deferral / active EE | $16,092 | $7,985+101.5% | $7,997+101.2% | $4,375+267.8% |
| Admin fee / account holder | $6 | $548-98.9% | $13,435-100.0% | $834-99.3% |