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 | -$9,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,934 | $65,435+55.8% | $86,677+17.6% | $66,914+52.3% |
| Participation rate | 72.8% | 75.5%-2.6pp | 76.6%-3.8pp | 69.8%+3.0pp |
| Annual return | -15.22% | -10.89%-4.3pp | 35.91%-51.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,074 | $2,153+42.8% | $2,836+8.4% | $2,544+20.8% |
| Participant deferral / active EE | $4,956 | $4,100+20.9% | $4,656+6.5% | $4,237+17.0% |
| Admin fee / account holder | -$88 | $642-113.7% | $7,493-101.2% | $593-114.8% |