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 8-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 | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,490 | $121,341+37.2% | $189,513-12.1% | $79,386+109.7% |
| Participation rate | 93.9% | 86.1%+7.8pp | 87.8%+6.1pp | 70.7%+23.2pp |
| Annual return | 20.82% | 21.08%-0.3pp | 555.15%-534.3pp | 116.85%-96.0pp |
| Employer contribution / active EE | $5,274 | $3,915+34.7% | $6,162-14.4% | $2,427+117.3% |
| Participant deferral / active EE | $11,220 | $6,395+75.4% | $8,221+36.5% | $4,046+177.3% |
| Admin fee / account holder | $1 | $651-99.8% | $12,045-100.0% | $626-99.8% |