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 6-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 | $931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,258 | $60,323+79.5% | $81,812+32.3% | $74,495+45.3% |
| Participation rate | 93.5% | 62.9%+30.6pp | 72.3%+21.1pp | 67.2%+26.3pp |
| Annual return | 22.44% | 16.90%+5.5pp | 773.79%-751.4pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $5,215 | $2,620+99.0% | $2,912+79.1% | $2,623+98.8% |
| Participant deferral / active EE | $12,387 | $3,387+265.7% | $4,319+186.8% | $4,346+185.0% |
| Admin fee / account holder | $23 | $1,486-98.4% | $7,386-99.7% | $1,942-98.8% |