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 | $675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,412 | $130,194+21.7% | $169,993-6.8% | $71,457+121.7% |
| Participation rate | 94.8% | 86.1%+8.6pp | 87.0%+7.8pp | 67.9%+26.9pp |
| Annual return | 23.77% | 20.37%+3.4pp | 53.37%-29.6pp | 28.85%-5.1pp |
| Employer contribution / active EE | $9,013 | $4,381+105.7% | $6,785+32.8% | $2,588+248.3% |
| Participant deferral / active EE | $11,816 | $6,923+70.7% | $10,408+13.5% | $4,289+175.5% |
| Admin fee / account holder | $4 | $966-99.6% | $12,815-100.0% | $1,587-99.8% |