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 | $13,626 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,005 | $79,013+75.9% | $100,391+38.5% | $74,495+86.6% |
| Participation rate | 87.9% | 79.5%+8.4pp | 81.5%+6.4pp | 67.2%+20.7pp |
| Annual return | 14.79% | 20.41%-5.6pp | 49.20%-34.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,494 | $3,021-17.5% | $3,942-36.7% | $2,623-4.9% |
| Participant deferral / active EE | $7,142 | $7,760-8.0% | $8,082-11.6% | $4,346+64.3% |
| Admin fee / account holder | $28 | $1,320-97.9% | $7,899-99.6% | $1,942-98.6% |