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 | $3,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,730 | $99,957+23.8% | $149,696-17.3% | $73,488+68.4% |
| Participation rate | 89.6% | 75.7%+13.9pp | 82.5%+7.1pp | 70.7%+18.9pp |
| Annual return | 18.98% | 53.87%-34.9pp | 276.60%-257.6pp | 28.51%-9.5pp |
| Employer contribution / active EE | $7,165 | $3,191+124.5% | $4,644+54.3% | $2,270+215.6% |
| Participant deferral / active EE | $7,763 | $6,073+27.8% | $6,842+13.5% | $3,740+107.6% |
| Admin fee / account holder | $9 | $551-98.3% | $9,309-99.9% | $513-98.2% |