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 3-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 | $13,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,976 | $82,978-7.2% | $129,995-40.8% | $71,457+7.7% |
| Participation rate | 92.0% | 74.1%+17.9pp | 78.5%+13.5pp | 67.9%+24.1pp |
| Annual return | 0.00% | 20.60%-20.6pp | -137.18%+137.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $1,646 | $2,622-37.2% | $4,320-61.9% | $2,588-36.4% |
| Participant deferral / active EE | $4,068 | $4,432-8.2% | $5,820-30.1% | $4,289-5.2% |
| Admin fee / account holder | $94 | $1,729-94.6% | $10,614-99.1% | $1,587-94.1% |