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 | $442 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,420 | $56,317-17.6% | $71,209-34.8% | $74,304-37.5% |
| Participation rate | 96.7% | 55.1%+41.6pp | 73.8%+23.0pp | 60.3%+36.4pp |
| Annual return | 15.11% | 42.83%-27.7pp | 282.51%-267.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $3,646 | $2,160+68.8% | $2,721+34.0% | $2,241+62.7% |
| Participant deferral / active EE | $5,793 | $2,788+107.8% | $4,175+38.7% | $3,767+53.8% |
| Admin fee / account holder | $13 | $2,290-99.4% | $5,349-99.8% | $2,969-99.6% |