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 | $9,237 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,929 | $72,607-23.0% | $90,749-38.4% | $66,914-16.4% |
| Participation rate | 97.8% | 73.7%+24.2pp | 75.7%+22.1pp | 69.8%+28.0pp |
| Annual return | -16.20% | -12.28%-3.9pp | -12.16%-4.0pp | 1.58%-17.8pp |
| Employer contribution / active EE | $6,473 | $2,369+173.3% | $2,921+121.6% | $2,544+154.4% |
| Participant deferral / active EE | $5,033 | $3,977+26.5% | $4,564+10.3% | $4,237+18.8% |
| Admin fee / account holder | $141 | $707-80.1% | $8,445-98.3% | $593-76.3% |