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 | $48,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,596 | $55,636-23.4% | $81,983-48.0% | $73,488-42.0% |
| Participation rate | 91.6% | 62.3%+29.3pp | 69.2%+22.4pp | 70.7%+20.9pp |
| Annual return | 14.00% | 19.07%-5.1pp | 41.31%-27.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $605 | $1,625-62.8% | $2,498-75.8% | $2,270-73.3% |
| Participant deferral / active EE | $4,832 | $2,762+74.9% | $3,722+29.8% | $3,740+29.2% |
| Admin fee / account holder | $144 | $493-70.8% | $5,664-97.5% | $513-72.0% |