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 | $13,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,188 | $78,485+179.3% | $106,213+106.4% | $74,495+194.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 16.73% | 15.95%+0.8pp | 116.14%-99.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $13,467 | $2,523+433.8% | $3,171+324.6% | $2,623+413.4% |
| Participant deferral / active EE | $19,657 | $4,322+354.8% | $5,016+291.9% | $4,346+352.3% |
| Admin fee / account holder | $60 | $2,232-97.3% | $11,033-99.5% | $1,942-96.9% |