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 | $494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,252 | $86,655-35.1% | $119,609-53.0% | $66,914-15.9% |
| Participation rate | 86.4% | 75.6%+10.8pp | 79.3%+7.1pp | 69.8%+16.6pp |
| Annual return | -18.01% | -8.00%-10.0pp | -14.97%-3.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $888 | $2,536-65.0% | $4,232-79.0% | $2,544-65.1% |
| Participant deferral / active EE | $5,948 | $4,358+36.5% | $5,602+6.2% | $4,237+40.4% |
| Admin fee / account holder | $27 | $755-96.4% | $10,323-99.7% | $593-95.4% |