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 | $21,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,455 | $111,491+52.0% | $189,513-10.6% | $86,799+95.2% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.8%+9.9pp | 72.3%+25.4pp |
| Annual return | 14.89% | 83.50%-68.6pp | 555.15%-540.3pp | 97.91%-83.0pp |
| Employer contribution / active EE | $2,337 | $3,951-40.8% | $6,162-62.1% | $2,405-2.8% |
| Participant deferral / active EE | $12,584 | $6,437+95.5% | $8,221+53.1% | $4,131+204.6% |
| Admin fee / account holder | $55 | $189-70.6% | $12,045-99.5% | $170-67.3% |