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 | $463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,295 | $91,407-20.9% | $135,903-46.8% | $71,457+1.2% |
| Participation rate | 90.2% | 75.7%+14.5pp | 81.9%+8.3pp | 67.9%+22.3pp |
| Annual return | 20.88% | 29.90%-9.0pp | 68.23%-47.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $1,270 | $3,703-65.7% | $4,856-73.8% | $2,588-50.9% |
| Participant deferral / active EE | $6,626 | $7,092-6.6% | $7,758-14.6% | $4,289+54.5% |
| Admin fee / account holder | $7 | $1,266-99.4% | $10,762-99.9% | $1,587-99.5% |