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 | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,162 | $105,181+105.5% | $159,436+35.6% | $85,850+151.8% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.8%+16.0pp | 69.3%+29.5pp |
| Annual return | 15.52% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $5,920 | $3,318+78.4% | $4,829+22.6% | $2,565+130.8% |
| Participant deferral / active EE | $8,753 | $5,945+47.2% | $7,352+19.1% | $3,952+121.5% |
| Admin fee / account holder | $5 | $6,933-99.9% | $10,799-100.0% | $6,260-99.9% |