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 | $12,958 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,935 | $89,808+77.0% | $100,391+58.3% | $77,643+104.7% |
| Participation rate | 95.7% | 81.2%+14.5pp | 81.5%+14.2pp | 70.6%+25.1pp |
| Annual return | 10.37% | 20.62%-10.2pp | 49.20%-38.8pp | 31.24%-20.9pp |
| Employer contribution / active EE | $2,599 | $3,039-14.5% | $3,942-34.1% | $2,726-4.6% |
| Participant deferral / active EE | $9,405 | $8,284+13.5% | $8,082+16.4% | $4,647+102.4% |
| Admin fee / account holder | $30 | $174-82.8% | $7,899-99.6% | $430-93.0% |