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 | $360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,796 | $122,239-18.4% | $184,203-45.8% | $74,495+34.0% |
| Participation rate | 84.5% | 85.5%-1.0pp | 86.8%-2.4pp | 67.2%+17.3pp |
| Annual return | 15.41% | 19.95%-4.5pp | 28.81%-13.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $4,463 | $4,537-1.6% | $6,427-30.6% | $2,623+70.1% |
| Participant deferral / active EE | $7,036 | $7,139-1.4% | $9,131-22.9% | $4,346+61.9% |
| Admin fee / account holder | $2 | $1,260-99.9% | $13,901-100.0% | $1,942-99.9% |