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 | -$592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,359 | $101,317+119.5% | $146,958+51.3% | $74,495+198.5% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 21.20% | 8730.91%-8709.7pp | 418.34%-397.1pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $6,285 | $3,810+65.0% | $4,933+27.4% | $2,623+139.6% |
| Participant deferral / active EE | $12,014 | $7,303+64.5% | $8,070+48.9% | $4,346+176.4% |
| Admin fee / account holder | $16 | $1,739-99.1% | $12,998-99.9% | $1,942-99.2% |