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 | $5,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,432 | $100,227+5.2% | $169,993-38.0% | $74,419+41.7% |
| Participation rate | 85.9% | 87.3%-1.4pp | 87.0%-1.1pp | 70.7%+15.1pp |
| Annual return | 19.49% | 66.08%-46.6pp | 53.37%-33.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $4,351 | $4,263+2.1% | $6,785-35.9% | $2,637+65.0% |
| Participant deferral / active EE | $12,076 | $7,143+69.1% | $10,408+16.0% | $4,528+166.7% |
| Admin fee / account holder | $10 | $234-95.8% | $12,815-99.9% | $348-97.2% |