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 | $86,755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,164 | $82,202+6.0% | $125,339-30.5% | $64,808+34.5% |
| Participation rate | 90.9% | 77.9%+13.1pp | 82.4%+8.6pp | 71.5%+19.5pp |
| Annual return | -16.00% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $5,198 | $3,615+43.8% | $4,814+8.0% | $2,506+107.5% |
| Participant deferral / active EE | $8,584 | $7,175+19.6% | $7,446+15.3% | $4,310+99.1% |
| Admin fee / account holder | $86 | $163-47.3% | $10,010-99.1% | $188-54.2% |