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 | $87,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,904 | $100,801-1.9% | $149,696-33.9% | $73,409+34.7% |
| Participation rate | 88.7% | 77.7%+11.0pp | 82.5%+6.3pp | 72.2%+16.6pp |
| Annual return | 16.62% | 265.34%-248.7pp | 276.60%-260.0pp | 59.29%-42.7pp |
| Employer contribution / active EE | $2,369 | $3,312-28.5% | $4,644-49.0% | $2,234+6.1% |
| Participant deferral / active EE | $8,094 | $6,404+26.4% | $6,842+18.3% | $3,805+112.7% |
| Admin fee / account holder | $113 | $181-37.5% | $9,309-98.8% | $158-28.5% |