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 | $934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,948 | $99,016+12.0% | $93,789+18.3% | $66,914+65.8% |
| Participation rate | 93.5% | 82.1%+11.4pp | 81.0%+12.6pp | 69.8%+23.7pp |
| Annual return | -15.09% | -14.59%-0.5pp | -11.33%-3.8pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,787 | $4,769-62.5% | $4,323-58.7% | $2,544-29.7% |
| Participant deferral / active EE | $7,108 | $6,689+6.3% | $6,094+16.6% | $4,237+67.8% |
| Admin fee / account holder | $23 | $477-95.2% | $7,195-99.7% | $593-96.1% |