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 | $36,194 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,205 | $49,808+394.3% | $95,745+157.1% | $74,419+230.8% |
| Participation rate | 97.0% | 66.6%+30.4pp | 72.3%+24.7pp | 70.7%+26.2pp |
| Annual return | 19.01% | 24.91%-5.9pp | 28.35%-9.3pp | 34.38%-15.4pp |
| Employer contribution / active EE | $5,546 | $1,639+238.4% | $2,835+95.7% | $2,637+110.3% |
| Participant deferral / active EE | $10,816 | $3,739+189.3% | $4,245+154.8% | $4,528+138.9% |
| Admin fee / account holder | $46 | $311-85.1% | $5,678-99.2% | $348-86.6% |