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 | $5,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,151 | $76,670+47.6% | $96,683+17.0% | $71,457+58.3% |
| Participation rate | 80.4% | 66.6%+13.9pp | 74.3%+6.1pp | 67.9%+12.5pp |
| Annual return | 16.26% | 48.29%-32.0pp | 35.69%-19.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $907 | $3,031-70.1% | $3,737-75.7% | $2,588-64.9% |
| Participant deferral / active EE | $7,582 | $3,771+101.0% | $4,878+55.4% | $4,289+76.8% |
| Admin fee / account holder | $20 | $2,028-99.0% | $6,730-99.7% | $1,587-98.7% |