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 5-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 | $1,683 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,303 | $93,182+33.4% | $146,665-15.2% | $79,386+56.6% |
| Participation rate | 72.2% | 76.4%-4.2pp | 80.1%-7.8pp | 70.7%+1.5pp |
| Annual return | 13.51% | 21.61%-8.1pp | 22.74%-9.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,974 | $2,420+22.9% | $4,136-28.1% | $2,427+22.5% |
| Participant deferral / active EE | $7,637 | $4,169+83.2% | $5,506+38.7% | $4,046+88.8% |
| Admin fee / account holder | $12 | $585-97.9% | $10,280-99.9% | $626-98.1% |