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 | $56,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,961 | $86,897-55.2% | $151,611-74.3% | $64,808-39.9% |
| Participation rate | 80.6% | 87.3%-6.7pp | 87.5%-6.9pp | 71.5%+9.1pp |
| Annual return | -14.41% | -3.57%-10.8pp | 3.33%-17.7pp | 32.82%-47.2pp |
| Employer contribution / active EE | $2,078 | $4,010-48.2% | $6,166-66.3% | $2,506-17.1% |
| Participant deferral / active EE | $9,042 | $6,690+35.2% | $8,363+8.1% | $4,310+109.8% |
| Admin fee / account holder | $73 | $153-52.1% | $11,616-99.4% | $188-61.0% |