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 | $995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,315 | $132,049-32.4% | $200,582-55.5% | $74,304+20.2% |
| Participation rate | 93.6% | 84.1%+9.5pp | 86.9%+6.7pp | 60.3%+33.3pp |
| Annual return | 15.22% | 22.22%-7.0pp | 42.33%-27.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,986 | $4,558-34.5% | $6,419-53.5% | $2,241+33.3% |
| Participant deferral / active EE | $8,054 | $7,213+11.7% | $9,331-13.7% | $3,767+113.8% |
| Admin fee / account holder | $26 | $2,405-98.9% | $16,305-99.8% | $2,969-99.1% |