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 8-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 | $1,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,902 | $96,484-28.6% | $156,263-55.9% | $74,304-7.3% |
| Participation rate | 96.0% | 67.7%+28.4pp | 78.9%+17.1pp | 60.3%+35.7pp |
| Annual return | 27.05% | 17.73%+9.3pp | 59.47%-32.4pp | 29.43%-2.4pp |
| Employer contribution / active EE | $2,486 | $2,528-1.7% | $4,333-42.6% | $2,241+10.9% |
| Participant deferral / active EE | $5,639 | $4,286+31.6% | $6,158-8.4% | $3,767+49.7% |
| Admin fee / account holder | $14 | $3,728-99.6% | $14,255-99.9% | $2,969-99.5% |