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 | $8,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,492 | $65,390+29.2% | $169,368-50.1% | $71,457+18.2% |
| Participation rate | 96.7% | 67.0%+29.8pp | 77.1%+19.6pp | 67.9%+28.8pp |
| Annual return | 19.99% | 21.31%-1.3pp | 405.60%-385.6pp | 28.85%-8.9pp |
| Employer contribution / active EE | $2,207 | $2,079+6.2% | $4,013-45.0% | $2,588-14.7% |
| Participant deferral / active EE | $5,497 | $4,367+25.9% | $6,221-11.6% | $4,289+28.2% |
| Admin fee / account holder | $36 | $1,324-97.3% | $9,003-99.6% | $1,587-97.8% |