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 | $64,330 |
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 | $98,872 | $119,446-17.2% | $150,045-34.1% | $85,563+15.6% |
| Participation rate | 91.8% | 75.4%+16.4pp | 82.3%+9.5pp | 66.0%+25.9pp |
| Annual return | 22.38% | 23.72%-1.3pp | 62.55%-40.2pp | 31.51%-9.1pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $15,164 | $7,985+89.9% | $7,997+89.6% | $4,375+246.6% |
| Admin fee / account holder | $123 | $548-77.6% | $13,435-99.1% | $834-85.3% |