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 7-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 | $2,121 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,798 | $64,871+16.8% | $129,110-41.3% | $66,914+13.3% |
| Participation rate | 97.7% | 74.0%+23.8pp | 77.3%+20.5pp | 69.8%+27.9pp |
| Annual return | -15.02% | -12.21%-2.8pp | -10.94%-4.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $11,643 | $3,741+211.2% | $5,052+130.5% | $2,544+357.6% |
| Participant deferral / active EE | $12,437 | $5,090+144.4% | $6,542+90.1% | $4,237+193.5% |
| Admin fee / account holder | $9 | $629-98.5% | $14,302-99.9% | $593-98.5% |