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 | $832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,171 | $69,477+48.5% | $94,646+9.0% | $71,457+44.4% |
| Participation rate | 88.3% | 78.4%+9.9pp | 80.8%+7.5pp | 67.9%+20.4pp |
| Annual return | 24.84% | 29.66%-4.8pp | 156.71%-131.9pp | 28.85%-4.0pp |
| Employer contribution / active EE | $4,117 | $2,853+44.3% | $3,672+12.1% | $2,588+59.1% |
| Participant deferral / active EE | $8,754 | $7,345+19.2% | $7,418+18.0% | $4,289+104.1% |
| Admin fee / account holder | $8 | $1,210-99.4% | $7,231-99.9% | $1,587-99.5% |