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 | $34,009 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,586 | $56,095-66.9% | $178,490-89.6% | $90,288-79.4% |
| Participation rate | 92.1% | 65.6%+26.5pp | 81.9%+10.2pp | 73.4%+18.7pp |
| Annual return | 14.87% | 28.81%-13.9pp | 151.07%-136.2pp | 53.97%-39.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,012 | $2,669+12.9% | $5,202-42.1% | $4,232-28.8% |
| Admin fee / account holder | $32 | $101-67.9% | $13,984-99.8% | $114-71.7% |