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 | $4,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,746 | $84,784+122.6% | $98,439+91.7% | $74,419+153.6% |
| Participation rate | 89.7% | 81.5%+8.1pp | 75.2%+14.5pp | 70.7%+18.9pp |
| Annual return | 14.58% | 20.59%-6.0pp | 21.16%-6.6pp | 34.38%-19.8pp |
| Employer contribution / active EE | $3,474 | $3,364+3.3% | $3,048+14.0% | $2,637+31.7% |
| Participant deferral / active EE | $9,348 | $5,218+79.2% | $4,738+97.3% | $4,528+106.5% |
| Admin fee / account holder | $4 | $204-98.2% | $8,948-100.0% | $348-98.9% |