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 | $35,076 |
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 | $122,786 | $84,487+45.3% | $125,339-2.0% | $66,914+83.5% |
| Participation rate | 87.3% | 76.4%+10.8pp | 82.4%+4.9pp | 69.8%+17.5pp |
| Annual return | -21.63% | -8.39%-13.2pp | 572.05%-593.7pp | 1.58%-23.2pp |
| Employer contribution / active EE | $3,607 | $3,553+1.5% | $4,814-25.1% | $2,544+41.8% |
| Participant deferral / active EE | $17,037 | $6,781+151.2% | $7,446+128.8% | $4,237+302.1% |
| Admin fee / account holder | $146 | $685-78.7% | $10,010-98.5% | $593-75.4% |