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 6-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 | $3,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,152 | $106,028-58.4% | $146,958-70.0% | $77,643-43.1% |
| Participation rate | 92.2% | 78.4%+13.8pp | 82.2%+10.0pp | 70.6%+21.6pp |
| Annual return | 57.71% | 56.73%+1.0pp | 418.34%-360.6pp | 31.24%+26.5pp |
| Employer contribution / active EE | $2,962 | $4,063-27.1% | $4,933-39.9% | $2,726+8.7% |
| Participant deferral / active EE | $8,109 | $7,990+1.5% | $8,070+0.5% | $4,647+74.5% |
| Admin fee / account holder | $28 | $337-91.6% | $12,998-99.8% | $430-93.4% |