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 | $6,263 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,523 | $101,317-16.6% | $146,958-42.5% | $74,495+13.5% |
| Participation rate | 80.6% | 75.5%+5.1pp | 82.2%-1.5pp | 67.2%+13.4pp |
| Annual return | 17.04% | 8730.91%-8713.9pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,988 | $3,810-47.8% | $4,933-59.7% | $2,623-24.2% |
| Participant deferral / active EE | $7,688 | $7,303+5.3% | $8,070-4.7% | $4,346+76.9% |
| Admin fee / account holder | $34 | $1,739-98.0% | $12,998-99.7% | $1,942-98.2% |