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 | $1,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,178 | $130,194-12.3% | $169,993-32.8% | $71,457+59.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 26.35% | 20.37%+6.0pp | 53.37%-27.0pp | 28.85%-2.5pp |
| Employer contribution / active EE | $4,607 | $4,381+5.2% | $6,785-32.1% | $2,588+78.1% |
| Participant deferral / active EE | $12,313 | $6,923+77.9% | $10,408+18.3% | $4,289+187.1% |
| Admin fee / account holder | $5 | $966-99.5% | $12,815-100.0% | $1,587-99.7% |