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 | $1,104 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,269 | $113,016+28.5% | $103,476+40.4% | $74,495+95.0% |
| Participation rate | 89.1% | 80.8%+8.3pp | 80.5%+8.5pp | 67.2%+21.9pp |
| Annual return | 15.17% | 23.24%-8.1pp | 23.90%-8.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,050 | $4,881-58.0% | $4,672-56.1% | $2,623-21.8% |
| Participant deferral / active EE | $7,829 | $7,279+7.5% | $6,623+18.2% | $4,346+80.1% |
| Admin fee / account holder | $27 | $1,709-98.4% | $9,413-99.7% | $1,942-98.6% |