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 | -$4,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,580 | $130,194-34.3% | $169,993-49.7% | $71,457+19.8% |
| Participation rate | 83.1% | 86.1%-3.1pp | 87.0%-3.9pp | 67.9%+15.1pp |
| Annual return | 19.06% | 20.37%-1.3pp | 53.37%-34.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $4,051 | $4,381-7.5% | $6,785-40.3% | $2,588+56.5% |
| Participant deferral / active EE | $6,247 | $6,923-9.8% | $10,408-40.0% | $4,289+45.7% |
| Admin fee / account holder | -$22 | $966-102.3% | $12,815-100.2% | $1,587-101.4% |