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 | $1,513 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,490 | $87,733-60.7% | $106,548-67.6% | $85,850-59.8% |
| Participation rate | 88.1% | 71.9%+16.2pp | 76.1%+12.0pp | 69.3%+18.8pp |
| Annual return | 11.57% | 21.86%-10.3pp | 26.80%-15.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,740 | $2,073-16.1% | $2,819-38.3% | $2,565-32.2% |
| Participant deferral / active EE | $2,625 | $3,469-24.3% | $4,398-40.3% | $3,952-33.6% |
| Admin fee / account holder | $22 | $6,767-99.7% | $7,407-99.7% | $6,260-99.7% |