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 | $21,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,118 | $106,028-31.0% | $146,958-50.2% | $77,643-5.8% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.6pp |
| Annual return | 19.33% | 56.73%-37.4pp | 418.34%-399.0pp | 31.24%-11.9pp |
| Employer contribution / active EE | $9,310 | $4,063+129.1% | $4,933+88.7% | $2,726+241.6% |
| Participant deferral / active EE | $10,352 | $7,990+29.6% | $8,070+28.3% | $4,647+122.8% |
| Admin fee / account holder | $44 | $337-87.1% | $12,998-99.7% | $430-89.9% |