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 | $669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,816 | $66,402+219.0% | $109,895+92.7% | $85,850+146.7% |
| Participation rate | 98.7% | 63.9%+34.8pp | 74.2%+24.4pp | 69.3%+29.4pp |
| Annual return | 17.31% | 19.59%-2.3pp | 29.45%-12.1pp | 318.53%-301.2pp |
| Employer contribution / active EE | $4,787 | $1,687+183.7% | $2,842+68.4% | $2,565+86.6% |
| Participant deferral / active EE | $7,433 | $2,842+161.5% | $4,048+83.6% | $3,952+88.1% |
| Admin fee / account holder | $6 | $4,557-99.9% | $6,066-99.9% | $6,260-99.9% |