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 9-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 | $91,771 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,666 | $50,982-49.7% | $154,803-83.4% | $85,563-70.0% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 17.99% | 30.35%-12.4pp | 58.88%-40.9pp | 31.51%-13.5pp |
| Employer contribution / active EE | $1,072 | $1,708-37.2% | $4,305-75.1% | $2,654-59.6% |
| Participant deferral / active EE | $3,077 | $2,474+24.3% | $5,540-44.5% | $4,375-29.7% |
| Admin fee / account holder | $77 | $846-90.9% | $14,329-99.5% | $834-90.8% |