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 | -$24,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,245 | $104,475+125.2% | $159,436+47.5% | $79,386+196.3% |
| Participation rate | 97.2% | 76.6%+20.5pp | 82.8%+14.3pp | 70.7%+26.5pp |
| Annual return | 15.51% | 67.95%-52.4pp | 263.57%-248.1pp | 116.85%-101.3pp |
| Employer contribution / active EE | $3,235 | $3,417-5.3% | $4,829-33.0% | $2,427+33.3% |
| Participant deferral / active EE | $12,652 | $6,467+95.6% | $7,352+72.1% | $4,046+212.7% |
| Admin fee / account holder | $21 | $711-97.0% | $10,799-99.8% | $626-96.6% |