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 | $2,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,978 | $59,159+234.7% | $159,960+23.8% | $66,914+195.9% |
| Participation rate | 98.2% | 68.1%+30.1pp | 78.0%+20.2pp | 69.8%+28.4pp |
| Annual return | -13.42% | -12.26%-1.2pp | 408.60%-422.0pp | 1.58%-15.0pp |
| Employer contribution / active EE | $17,760 | $1,983+795.7% | $4,226+320.3% | $2,544+598.1% |
| Participant deferral / active EE | $13,891 | $4,395+216.1% | $6,182+124.7% | $4,237+227.9% |
| Admin fee / account holder | $11 | $591-98.1% | $8,698-99.9% | $593-98.1% |