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 | $3,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,314 | $65,435-1.7% | $86,677-25.8% | $66,914-3.9% |
| Participation rate | 71.8% | 75.5%-3.7pp | 76.6%-4.8pp | 69.8%+2.0pp |
| Annual return | -17.51% | -10.89%-6.6pp | 35.91%-53.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,802 | $2,153-16.3% | $2,836-36.5% | $2,544-29.2% |
| Participant deferral / active EE | $6,071 | $4,100+48.1% | $4,656+30.4% | $4,237+43.3% |
| Admin fee / account holder | $41 | $642-93.6% | $7,493-99.5% | $593-93.1% |