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 | $1,194 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,945 | $101,955+25.5% | $112,887+13.3% | $71,457+79.1% |
| Participation rate | 93.7% | 82.1%+11.6pp | 80.5%+13.2pp | 67.9%+25.8pp |
| Annual return | 17.57% | 28.92%-11.3pp | 34.10%-16.5pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,026 | $4,743-57.3% | $4,563-55.6% | $2,588-21.7% |
| Participant deferral / active EE | $7,673 | $6,771+13.3% | $6,513+17.8% | $4,289+78.9% |
| Admin fee / account holder | $28 | $1,395-98.0% | $7,047-99.6% | $1,587-98.2% |