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 | -$8,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,018 | $59,159+67.4% | $159,960-38.1% | $66,914+48.0% |
| Participation rate | 86.3% | 68.1%+18.2pp | 78.0%+8.3pp | 69.8%+16.5pp |
| Annual return | -15.32% | -12.26%-3.1pp | 408.60%-423.9pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,971 | $1,983+49.8% | $4,226-29.7% | $2,544+16.8% |
| Participant deferral / active EE | $3,992 | $4,395-9.2% | $6,182-35.4% | $4,237-5.8% |
| Admin fee / account holder | -$54 | $591-109.2% | $8,698-100.6% | $593-109.1% |