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 | $44,942 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,973 | $180,101-61.1% | $94,646-26.1% | - |
| Participation rate | 85.5% | 65.2%+20.3pp | 80.8%+4.7pp | - |
| Annual return | 24.40% | 26.55%-2.1pp | 156.71%-132.3pp | - |
| Employer contribution / active EE | $3,391 | $2,353+44.1% | $3,672-7.7% | - |
| Participant deferral / active EE | $11,459 | $4,104+179.2% | $7,418+54.5% | - |
| Admin fee / account holder | $141 | $23,406-99.4% | $7,231-98.0% | - |