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 | $2,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,130 | $111,491+80.4% | $189,513+6.1% | $86,799+131.7% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.8%+10.5pp | 72.3%+26.0pp |
| Annual return | 22.87% | 83.50%-60.6pp | 555.15%-532.3pp | 97.91%-75.0pp |
| Employer contribution / active EE | $11,949 | $3,951+202.4% | $6,162+93.9% | $2,405+396.8% |
| Participant deferral / active EE | $15,560 | $6,437+141.8% | $8,221+89.3% | $4,131+276.7% |
| Admin fee / account holder | -$12 | $189-106.2% | $12,045-100.1% | $170-106.9% |