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 | $5,113 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,927 | $57,096-5.6% | $94,224-42.8% | $55,191-2.3% |
| Participation rate | 90.3% | 75.7%+14.6pp | 78.8%+11.5pp | 69.2%+21.1pp |
| Annual return | 0.00% | 159.65%-159.6pp | 10.68%-10.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,127 | $1,708-34.0% | $3,587-68.6% | $1,899-40.6% |
| Participant deferral / active EE | $1,957 | $3,165-38.2% | $4,320-54.7% | $3,046-35.8% |
| Admin fee / account holder | $7 | $89-92.3% | $6,269-99.9% | $91-92.4% |