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 | $47,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,675 | $41,647-50.4% | $96,139-78.5% | $86,799-76.2% |
| Participation rate | 88.2% | 50.2%+38.0pp | 68.4%+19.8pp | 72.3%+16.0pp |
| Annual return | 16.36% | 27.24%-10.9pp | 191.94%-175.6pp | 97.91%-81.5pp |
| Employer contribution / active EE | $284 | $1,318-78.4% | $2,797-89.8% | $2,405-88.2% |
| Participant deferral / active EE | $2,821 | $2,412+17.0% | $4,349-35.1% | $4,131-31.7% |
| Admin fee / account holder | $138 | $169-18.4% | $5,537-97.5% | $170-18.5% |