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 | $68,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,219 | $72,254+19.3% | $86,677-0.5% | $64,808+33.0% |
| Participation rate | 95.5% | 80.4%+15.1pp | 76.6%+18.9pp | 71.5%+24.1pp |
| Annual return | -16.74% | 392.42%-409.2pp | 35.91%-52.6pp | 32.82%-49.6pp |
| Employer contribution / active EE | $2,993 | $2,393+25.1% | $2,836+5.5% | $2,506+19.4% |
| Participant deferral / active EE | $6,651 | $4,658+42.8% | $4,656+42.9% | $4,310+54.3% |
| Admin fee / account holder | $97 | $174-44.2% | $7,493-98.7% | $188-48.3% |