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 | $30,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,305 | $101,317+42.4% | $146,958-1.8% | $74,495+93.7% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 18.30% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $3,606 | $3,810-5.3% | $4,933-26.9% | $2,623+37.5% |
| Participant deferral / active EE | $7,502 | $7,303+2.7% | $8,070-7.0% | $4,346+72.6% |
| Admin fee / account holder | $147 | $1,739-91.6% | $12,998-98.9% | $1,942-92.4% |