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 | $18,516 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,030 | $84,936-15.2% | $111,297-35.3% | $79,386-9.3% |
| Participation rate | 74.3% | 75.9%-1.5pp | 77.3%-3.0pp | 70.7%+3.6pp |
| Annual return | 17.65% | 17.45%+0.2pp | 54.65%-37.0pp | 116.85%-99.2pp |
| Employer contribution / active EE | $1,283 | $1,979-35.2% | $2,731-53.0% | $2,427-47.1% |
| Participant deferral / active EE | $3,069 | $3,888-21.1% | $4,487-31.6% | $4,046-24.1% |
| Admin fee / account holder | $103 | $537-80.8% | $7,964-98.7% | $626-83.5% |