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 10-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 | $2,806 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,831 | $89,248+28.7% | $136,007-15.6% | $74,495+54.1% |
| Participation rate | 97.8% | 69.4%+28.4pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 14.50% | 22.76%-8.3pp | 579.32%-564.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,914 | $2,838+37.9% | $4,217-7.2% | $2,623+49.2% |
| Participant deferral / active EE | $5,624 | $4,598+22.3% | $7,025-19.9% | $4,346+29.4% |
| Admin fee / account holder | $12 | $1,545-99.2% | $6,858-99.8% | $1,942-99.4% |