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 8-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 | $24,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,865 | $102,317+31.8% | $146,958-8.2% | $80,856+66.8% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 17.71% | 134.76%-117.1pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $9,696 | $3,713+161.1% | $4,933+96.6% | $2,755+252.0% |
| Participant deferral / active EE | $24,456 | $6,644+268.1% | $8,070+203.1% | $4,296+469.3% |
| Admin fee / account holder | $186 | $7,941-97.7% | $12,998-98.6% | $6,918-97.3% |