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 | $56,773 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,904 | $92,055-4.5% | $106,213-17.2% | $77,643+13.2% |
| Participation rate | 93.6% | 81.0%+12.5pp | 75.3%+18.3pp | 70.6%+23.0pp |
| Annual return | 15.12% | 17.91%-2.8pp | 116.14%-101.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,754 | $3,367-18.2% | $3,171-13.1% | $2,726+1.1% |
| Participant deferral / active EE | $11,077 | $5,386+105.7% | $5,016+120.8% | $4,647+138.4% |
| Admin fee / account holder | $116 | $219-47.2% | $11,033-99.0% | $430-73.1% |