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 | $15,582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,726 | $84,936+102.2% | $111,297+54.3% | $79,386+116.3% |
| Participation rate | 97.6% | 75.9%+21.7pp | 77.3%+20.3pp | 70.7%+26.9pp |
| Annual return | 16.96% | 17.45%-0.5pp | 54.65%-37.7pp | 116.85%-99.9pp |
| Employer contribution / active EE | $3,451 | $1,979+74.4% | $2,731+26.4% | $2,427+42.2% |
| Participant deferral / active EE | $7,523 | $3,888+93.5% | $4,487+67.7% | $4,046+86.0% |
| Admin fee / account holder | $102 | $537-81.0% | $7,964-98.7% | $626-83.7% |