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 | $14,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,037 | $106,028-37.7% | $146,958-55.1% | $77,643-14.9% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.8pp | 70.6%+19.3pp |
| Annual return | 19.98% | 56.73%-36.8pp | 418.34%-398.4pp | 31.24%-11.3pp |
| Employer contribution / active EE | $2,895 | $4,063-28.8% | $4,933-41.3% | $2,726+6.2% |
| Participant deferral / active EE | $12,227 | $7,990+53.0% | $8,070+51.5% | $4,647+163.1% |
| Admin fee / account holder | $16 | $337-95.3% | $12,998-99.9% | $430-96.3% |