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 | $17,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,814 | $106,028+45.1% | $146,958+4.7% | $77,643+98.1% |
| Participation rate | 91.2% | 78.4%+12.9pp | 82.2%+9.1pp | 70.6%+20.7pp |
| Annual return | 21.14% | 56.73%-35.6pp | 418.34%-397.2pp | 31.24%-10.1pp |
| Employer contribution / active EE | $6,717 | $4,063+65.3% | $4,933+36.2% | $2,726+146.4% |
| Participant deferral / active EE | $21,795 | $7,990+172.8% | $8,070+170.1% | $4,647+369.0% |
| Admin fee / account holder | $37 | $337-89.1% | $12,998-99.7% | $430-91.4% |