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 | $37,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,764 | $77,503-15.1% | $100,391-34.5% | $80,856-18.7% |
| Participation rate | 91.0% | 76.9%+14.1pp | 81.5%+9.5pp | 67.6%+23.4pp |
| Annual return | 31.55% | 37.20%-5.6pp | 49.20%-17.6pp | 35.59%-4.0pp |
| Employer contribution / active EE | $3,968 | $2,801+41.7% | $3,942+0.7% | $2,755+44.0% |
| Participant deferral / active EE | $9,595 | $6,820+40.7% | $8,082+18.7% | $4,296+123.4% |
| Admin fee / account holder | $124 | $5,897-97.9% | $7,899-98.4% | $6,918-98.2% |