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 | -$16,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,673 | $66,528+113.0% | $86,874+63.1% | $86,799+63.2% |
| Participation rate | 93.8% | 72.4%+21.4pp | 71.6%+22.1pp | 72.3%+21.5pp |
| Annual return | 16.59% | 19.56%-3.0pp | 63.52%-46.9pp | 97.91%-81.3pp |
| Employer contribution / active EE | $1,809 | $2,007-9.9% | $2,495-27.5% | $2,405-24.8% |
| Participant deferral / active EE | $4,783 | $3,240+47.6% | $3,699+29.3% | $4,131+15.8% |
| Admin fee / account holder | -$29 | $148-119.4% | $5,828-100.5% | $170-116.9% |