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 | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,114 | $77,145+216.4% | $108,410+125.2% | $85,850+184.4% |
| Participation rate | 85.4% | 74.7%+10.7pp | 80.1%+5.3pp | 69.3%+16.1pp |
| Annual return | 15.38% | 44.54%-29.2pp | 905.27%-889.9pp | 318.53%-303.2pp |
| Employer contribution / active EE | $4,618 | $2,379+94.1% | $3,558+29.8% | $2,565+80.1% |
| Participant deferral / active EE | $18,365 | $5,566+229.9% | $6,563+179.8% | $3,952+364.7% |
| Admin fee / account holder | $19 | $5,172-99.6% | $7,295-99.7% | $6,260-99.7% |