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 4-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 | $8,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,513 | $79,700+8.5% | $153,485-43.6% | $74,495+16.1% |
| Participation rate | 99.6% | 69.8%+29.8pp | 77.1%+22.5pp | 67.2%+32.4pp |
| Annual return | 11.83% | 15.07%-3.2pp | 15.65%-3.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $10,321 | $4,016+157.0% | $5,039+104.8% | $2,623+293.5% |
| Participant deferral / active EE | $7,442 | $5,315+40.0% | $6,757+10.1% | $4,346+71.2% |
| Admin fee / account holder | $86 | $1,790-95.2% | $12,724-99.3% | $1,942-95.6% |