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 | $2,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,037 | $101,317-38.8% | $146,958-57.8% | $74,495-16.7% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.2%+10.6pp | 67.2%+25.5pp |
| Annual return | 13.82% | 8730.91%-8717.1pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,953 | $3,810-22.5% | $4,933-40.1% | $2,623+12.6% |
| Participant deferral / active EE | $6,476 | $7,303-11.3% | $8,070-19.8% | $4,346+49.0% |
| Admin fee / account holder | $12 | $1,739-99.3% | $12,998-99.9% | $1,942-99.4% |