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 3-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 | $36,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,608 | $106,028+5.3% | $146,958-24.1% | $77,643+43.7% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.1pp | 70.6%+27.7pp |
| Annual return | 37.36% | 56.73%-19.4pp | 418.34%-381.0pp | 31.24%+6.1pp |
| Employer contribution / active EE | $3,927 | $4,063-3.3% | $4,933-20.4% | $2,726+44.1% |
| Participant deferral / active EE | $9,150 | $7,990+14.5% | $8,070+13.4% | $4,647+96.9% |
| Admin fee / account holder | $46 | $337-86.3% | $12,998-99.6% | $430-89.2% |