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 | $114,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,804 | $37,317+9.3% | $77,024-47.0% | $77,904-47.6% |
| Participation rate | 92.7% | 46.9%+45.8pp | 67.9%+24.8pp | 73.7%+19.0pp |
| Annual return | -15.71% | -5.88%-9.8pp | 42.32%-58.0pp | 12.21%-27.9pp |
| Employer contribution / active EE | $1,873 | $1,218+53.7% | $2,812-33.4% | $2,848-34.2% |
| Participant deferral / active EE | $6,520 | $2,564+154.2% | $4,426+47.3% | $4,806+35.7% |
| Admin fee / account holder | $77 | $126-38.5% | $5,425-98.6% | $133-41.6% |