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 8-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 | $2,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,669 | $113,016+9.4% | $103,476+19.5% | $74,495+66.0% |
| Participation rate | 86.0% | 80.8%+5.3pp | 80.5%+5.5pp | 67.2%+18.8pp |
| Annual return | 13.75% | 23.24%-9.5pp | 23.90%-10.2pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $6,252 | $4,881+28.1% | $4,672+33.8% | $2,623+138.3% |
| Participant deferral / active EE | $11,356 | $7,279+56.0% | $6,623+71.5% | $4,346+161.3% |
| Admin fee / account holder | $36 | $1,709-97.9% | $9,413-99.6% | $1,942-98.2% |