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 | $3,818 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,732 | $109,881-2.0% | $150,045-28.2% | $84,808+27.0% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 27.74% | 28.25%-0.5pp | 62.55%-34.8pp | 40.90%-13.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $24,423 | $6,636+268.0% | $7,997+205.4% | $4,212+479.9% |
| Admin fee / account holder | $30 | $8,568-99.7% | $13,435-99.8% | $7,344-99.6% |