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 | $1,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,500 | $129,021-2.7% | $184,203-31.9% | $77,643+61.6% |
| Participation rate | 98.6% | 87.3%+11.3pp | 86.8%+11.8pp | 70.6%+28.0pp |
| Annual return | 16.40% | 33.27%-16.9pp | 28.81%-12.4pp | 31.24%-14.8pp |
| Employer contribution / active EE | $4,308 | $4,413-2.4% | $6,427-33.0% | $2,726+58.0% |
| Participant deferral / active EE | $11,132 | $7,297+52.6% | $9,131+21.9% | $4,647+139.5% |
| Admin fee / account holder | $5 | $254-98.2% | $13,901-100.0% | $430-98.9% |