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 | $175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,794 | $102,317+14.1% | $146,958-20.5% | $80,856+44.4% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 16.89% | 134.76%-117.9pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,765 | $3,713+1.4% | $4,933-23.7% | $2,755+36.7% |
| Participant deferral / active EE | $12,906 | $6,644+94.3% | $8,070+59.9% | $4,296+200.4% |
| Admin fee / account holder | $3 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |