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 | $2,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,744 | $83,902-52.6% | $167,512-76.3% | $84,808-53.1% |
| Participation rate | 93.2% | 66.5%+26.8pp | 77.1%+16.2pp | 68.3%+24.9pp |
| Annual return | 21.74% | 91.55%-69.8pp | 1615.79%-1594.0pp | 40.90%-19.2pp |
| Employer contribution / active EE | $5,995 | $2,264+164.8% | $3,882+54.4% | $2,631+127.9% |
| Participant deferral / active EE | $4,688 | $4,442+5.5% | $6,405-26.8% | $4,212+11.3% |
| Admin fee / account holder | $28 | $7,915-99.6% | $9,769-99.7% | $7,344-99.6% |